Wealthvalues, LLC

Wealthvalues, LLC (CRD# 140004) is a financial advisory firm headquartered in Redwood City, CA. They manage $378,525,462 in 149 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
303 Twin Dolphin Dr., Suite 600, Redwood City, CA 94065
https://www.linkedin.com/in/karen-goodfriend-6b049914
By the Numbers
  • Total Assets Under Management
    379
    MILLION
  • Total Number of Accounts
    149
    ACCOUNTS
  • Average Account Value
    $2,540,439
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
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Wealthvalues, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Karen Goodfriend, financial advisor Redwood City CA
Karen R. Goodfriend
CRD#: 4369844
303 Twin Dolphin Dr., Suite 600, Redwood City, CA 94065

Karen Goodfriend (CRD# 4369844) is an Investment Advisor Representative working at Wealthvalues, LLC in Redwood City, CA 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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