Wealthvalues, LLC (CRD# 140004) is a financial advisory firm headquartered in Los Altos, CA. They manage $202,517,217 in 202 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management203MILLION
Total Number of Accounts202ACCOUNTS
Average Account Value$1,002,560
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Karen Goodfriend (CRD# 4369844) is an Investment Advisor Representative working at Wealthvalues, LLC in Los Altos, CA and has 1 year of experience in the finance industry. Karen Goodfriend 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.
Ryan Oldroyd (CRD# 6563002) is an Investment Advisor Representative working at Wealthvalues, LLC in Los Altos, CA and has over 2 years of experience in the finance industry.