Value Wealth Management LLC
Value Wealth Management LLC (CRD# 147115) is a financial advisory firm headquartered in West Des Moines, IA. They manage $85,029,709 in 361 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management85MILLION
Total Number of Accounts361ACCOUNTS
Average Account Value$235,539
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
John Hawley (CRD# 6324165) is an Investment Advisor Representative working at Value Wealth Management LLC in West Des Moines, IA and has 1 year of experience in the finance industry.
James Thompson (CRD# 4056335) is an Investment Advisor Representative working at Value Wealth Management LLC in West Des Moines, IA and has 1 year of experience in the finance industry. James Thompson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.