REDWOOD CITY, CACRD 140004Latest ADV March 30, 2026
Wealthvalues, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Redwood City, CA. Its latest Form ADV filing, dated March 30, 2026, reports $467M in regulatory assets under management, 5 employees, and 151 accounts.
Assets Under Management
$467M
Employees
5
Offices
--
Total Clients
25
Primary office
REDWOOD CITY, CA
303 TWIN DOLPHIN DR., SUITE 600, REDWOOD CITY, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
25
Categories with <5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$467Mas of March 30, 2026
Discretionary100.0%
$467M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$467M
Total Accounts151
10Y AUM Change+$233M (+99.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee5:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.