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Richard Lee Wagner

VALUED WEALTH ADVISORS, LLC·HOLLADAY, Utah
Unclaimed Profile
2120 EAST 3900 SOUTH, HOLLADAY, UT 84124CRD# 4575603Firm CRD# 316746
01

About

Richard Lee Wagner is a registered financial advisor based in HOLLADAY, Utah, affiliated with VALUED WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
VALUED WEALTH ADVISORS, LLC
INTERWISE
AUM
$230M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at VALUED WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4575603
Firm CRD# 316746
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Lee Wagner offer?
Richard Lee Wagner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOLLADAY, Utah for a consultation.
What are Richard Lee Wagner's credentials?
Richard Lee Wagner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Lee Wagner located?
Richard Lee Wagner is based in HOLLADAY, Utah, working with VALUED WEALTH ADVISORS, LLC. Their office serves clients in the HOLLADAY metropolitan area and surrounding communities.
How does Richard Lee Wagner charge for services?
Richard Lee Wagner's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VALUED WEALTH ADVISORS, LLC?
VALUED WEALTH ADVISORS, LLC has approximately 4 employees and manages $230M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HOLLADAY
Robert Kent Shattuck — ATHOS PRIVATE WEALTH LLCDavid Holt Smart — FIRST WESTERN ADVISORSParker Jenkins Wagner — VALUED WEALTH ADVISORS, LLCGary Wayne Teran — FIRST WESTERN ADVISORSSusan Child Lunt — LUNT CAPITAL MANAGEMENT INC.
Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuideDRAPER GuidePROVO Guide
Research
Advisor Fees in UtahNational Fee Analysis
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