Value Wealth Management LLC

Value Wealth Management LLC (CRD# 147115) is a financial advisory firm headquartered in West Des Moines, IA. They manage $98,784,000 in 412 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    99
    MILLION
  • Total Number of Accounts
    412
    ACCOUNTS
  • Average Account Value
    $239,767
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IA

Financial Advisors at Value Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
John M. Hawley
CRD#: 6324165
6150 Village View Drive, Suite 101, West Des Moines, IA 50266
90
Wealthminder
score

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.

2
James W. Thompson
CRD#: 4056335
6150 Village View Drive, Suite 101, West Des Moines, IA 50266
90
Wealthminder
score

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.