Wealthvalues, LLC

WealthValues, LLC is an SEC-registered investment advisor established in 2006 and located in Redwood City, California. The firm offers wealth management services on a fully discretionary basis, allowing clients to grant authority for investment decisions without prior approval. WealthValues manages approximately $410,565,365 of client assets on a discretionary basis. Fees are calculated based on a quarterly asset under management fee, with options for an annual fixed fee, a percentage of assets under management, or a combination of both. Financial planning services are also available for a fixed fee, with fees generally negotiable. The firm does not participate in performance-based fees and provides services to individuals and high net-worth individuals. Investment strategies focus on asset allocation, diversification, and tax minimization. WealthValues does not vote proxies on behalf of clients and does not have custody of client assets. The firm operates under a Code of Ethics and does not have any disciplinary events to disclose. Clients receive account reviews at least annually, and the firm does not compensate for referrals. WealthValues does not have financial commitments that would impair its ability to meet client obligations.