VALUED WEALTH ADVISORS, LLC

INTERWISE
HOLLADAY, Utah·3 registered advisors·CRD# 316746
SEC# 801-1225640801-484-6004
01

Firm Overview

AUM
$230M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at VALUED WEALTH ADVISORS, LLC

3 registered advisors
Parker Jenkins Wagner
HOLLADAY, Utah
Richard Lee Wagner
HOLLADAY, Utah
Taylor Wagner
HOLLADAY, Utah
05

Office Locations

HOLLADAY, Utah
3 advisors

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Data sourced from SEC Form ADV filings. VALUED WEALTH ADVISORS, LLC (CRD# 316746) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.