Value Wealth Management LLC

Value Wealth Management LLC (CRD# 147115) is a financial advisory firm headquartered in West Des Moines, IA. They manage $98,474,374 in 359 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
6150 Village View Drive, Suite 101, West Des Moines, IA 50266
https://www.linkedin.com/in/john-hawley-cfa-42b43956/
By the Numbers
  • Total Assets Under Management
    98
    MILLION
  • Total Number of Accounts
    359
    ACCOUNTS
  • Average Account Value
    $274,302
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
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 Hawley, financial advisor West Des Moines IA
John M. Hawley
CRD#: 6324165
6150 Village View Drive, Suite 101, West Des Moines, IA 50266

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 Thompson, financial advisor West Des Moines IA
James W. Thompson
CRD#: 4056335
6150 Village View Drive, Suite 101, West Des Moines, IA 50266

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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