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WEALTHVALUES, LLC
CRD 140004File 801-66449
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$466.5M
Above cohort median (national)
Discretionary AUM
$466.5M
Clients
25
151 accounts
Employees
5
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 21, 2006
- Principal office
- 303 TWIN DOLPHIN DR., SUITE 600, REDWOOD CITY, CA, 94065
- Phone
- 650-941-5530
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $466.5M
- Discretionary AUM
- $466.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 151
- Non-discretionary accounts
- 0
- Total accounts
- 151
- AUM per client
- $18.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 25 | $462.8M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $3.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.