Value Wealth Management LLC

Value Wealth Management LLC is a registered investment adviser located in West Des Moines, IA, with over 25 years of experience in assisting clients with financial objectives such as investments, income taxes, retirement planning, and estate planning. The firm's principal, James W. Thompson, works individually with clients to identify goals, review data, suggest solutions, implement recommendations, assess risk profiles, and provide periodic updates. Clients meet every six months for plan evaluation and strategy discussions, with advisors available for additional financial consultations. The firm's assets under management as of December 31, 2024, were $98,406,650 for discretionary amounts and $5,239,962 for non-discretionary amounts. Value Wealth Management LLC operates on a fee-only basis, with fees based on a percentage of liquid net worth. Clients are billed for services provided over predetermined time periods and may authorize direct fee deductions from accounts. The firm does not charge performance-based fees and primarily serves individuals and high net worth individuals. Investment strategies include a strategic asset allocation customized for each client's financial objectives and a tactical asset allocation based on fundamental research. VWM does not have any disciplinary information to disclose and does not vote proxies on client securities. James W. Thompson, CFP®, CFA®, MBA, the principal and Chief Compliance Officer, has a strong educational background and extensive experience in the financial industry.