Wealthvalues, LLC

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).

By the Numbers
  • Total Assets Under Management
    203
    MILLION
  • Total Number of Accounts
    202
    ACCOUNTS
  • Average Account Value
    $1,002,560
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

CA, TX

Financial Advisors at Wealthvalues, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Karen R. Goodfriend
CRD#: 4369844
4300 El Camino Real, Suite 105, Los Altos, CA 94022
90
Wealthminder
score

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.

2
Ryan T. Oldroyd
CRD#: 6563002
4300 El Camino Real, Suite 105, Los Altos, CA 94022
87
Wealthminder
score

Ryan Oldroyd (CRD# 6563002) is an Investment Advisor Representative working at Wealthvalues, LLC in Los Altos, CA and has 1 year of experience in the finance industry.

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