WEALTHVALUES, LLC

REDWOOD CITY, California·1 registered advisor·CRD# 140004
SEC# 801-664490650-941-5530
01

Firm Overview

AUM
$379M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WEALTHVALUES, LLC

1 registered advisor
Karen Rae Goodfriend
REDWOOD CITY, California
05

Office Locations

REDWOOD CITY, California
1 advisor

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. WEALTHVALUES, LLC (CRD# 140004) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.