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INTERWISE
Legal name: VALUED WEALTH ADVISORS, LLC
CRD 316746File 801-122564
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$369.7M
Below cohort median (national)
Discretionary AUM
$342.8M
Non-discretionary $27.0M
Clients
334
1,054 accounts
Employees
10
Below cohort median in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Oct 27, 2021
- Principal office
- 3115 EAST LION LANE, SUITE 160, HOLLADAY, UT, 84121
- Phone
- 801-484-6004
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $369.7M
- Discretionary AUM
- $342.8M
- Non-discretionary AUM
- $27.0M
- Discretionary accounts
- 895
- Non-discretionary accounts
- 159
- Total accounts
- 1,054
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $4.8M |
| High net worth individuals | 149 | $276.7M |
| Pension and profit sharing plans | 26 | $58.8M |
| Individuals (other than high net worth individuals) | 158 | $29.4M |
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 other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- 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.