WEALTHVALUES, LLC
CRD #140004 SEC #801-66449 REDWOOD CITY, CA 650-941-5530
SEC Registered
Total AUM
$410.6M
Discretionary
$410.6M
Employees
5
Clients
0
Accounts
146
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $410.6M | $410.6M | $0 | 5 | 0 |
| May 2024 | $378.5M | $378.5M | $0 | 5 | 0 |
| Mar 2024 | $378.5M | $378.5M | $0 | 5 | 0 |
| Mar 2023 | $337.5M | $337.5M | $0 | 6 | 0 |
| Oct 2022 | $420.8M | $420.8M | $0 | 5 | 0 |
| May 2022 | $420.8M | $420.8M | $0 | 5 | 0 |
| Mar 2022 | $420.8M | $420.8M | $0 | 5 | 0 |
| Mar 2021 | $391.4M | $391.4M | $0 | 4 | 0 |
| Jun 2020 | $357.8M | $357.8M | $0 | 4 | 0 |
| Mar 2020 | $357.8M | $357.8M | $0 | 4 | 0 |
| Mar 2019 | $312.7M | $312.7M | $0 | 4 | 0 |
| Mar 2018 | $314.2M | $314.2M | $0 | 4 | 1 |
| Mar 2017 | $233.5M | $233.5M | $0 | 4 | 26 |
| Mar 2017 | $233.5M | $233.5M | $0 | 4 | 26 |
| Oct 2016 | $202.5M | $202.5M | $0 | 4 | 26 |
| Apr 2016 | $202.5M | $202.5M | $0 | 4 | 26 |
| Mar 2016 | $202.5M | $202.5M | $0 | 4 | 26 |
| Oct 2015 | $242.8M | $242.8M | $0 | 3 | 26 |
| Mar 2015 | $242.8M | $242.8M | $0 | 5 | 26 |
| Mar 2014 | $165.8M | $165.8M | $0 | 5 | 26 |
| Oct 2013 | $146.2M | $145.3M | $989.4K | 6 | 26 |
| Mar 2013 | $146.2M | $145.3M | $989.4K | 6 | 26 |
| Sep 2012 | $136.8M | $136.8M | $0 | 1 | 26 |
| Mar 2012 | $136.8M | $136.8M | $0 | 1 | 26 |
| Aug 2011 | $122.5M | $122.5M | $0 | 5 | -- |
| Apr 2011 | $122.5M | $122.5M | $0 | 5 | -- |
| Mar 2011 | $122.5M | $122.5M | $0 | 5 | -- |
| Aug 2010 | $111.2M | $111.2M | $0 | 5 | -- |
| Mar 2008 | $140.9M | $130.3M | $10.6M | 5 | -- |
| Mar 2007 | $139.5M | $127.1M | $12.4M | 5 | -- |
| Mar 2006 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$410.6M
Discretionary$410.6M
Non-Disc.$0
Employees5
Clients0
DateMay 2024
Total AUM$378.5M
Discretionary$378.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$378.5M
Discretionary$378.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$337.5M
Discretionary$337.5M
Non-Disc.$0
Employees6
Clients0
DateOct 2022
Total AUM$420.8M
Discretionary$420.8M
Non-Disc.$0
Employees5
Clients0
DateMay 2022
Total AUM$420.8M
Discretionary$420.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$420.8M
Discretionary$420.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$391.4M
Discretionary$391.4M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$357.8M
Discretionary$357.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$357.8M
Discretionary$357.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$312.7M
Discretionary$312.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$314.2M
Discretionary$314.2M
Non-Disc.$0
Employees4
Clients1
DateMar 2017
Total AUM$233.5M
Discretionary$233.5M
Non-Disc.$0
Employees4
Clients26
DateMar 2017
Total AUM$233.5M
Discretionary$233.5M
Non-Disc.$0
Employees4
Clients26
DateOct 2016
Total AUM$202.5M
Discretionary$202.5M
Non-Disc.$0
Employees4
Clients26
DateApr 2016
Total AUM$202.5M
Discretionary$202.5M
Non-Disc.$0
Employees4
Clients26
DateMar 2016
Total AUM$202.5M
Discretionary$202.5M
Non-Disc.$0
Employees4
Clients26
DateOct 2015
Total AUM$242.8M
Discretionary$242.8M
Non-Disc.$0
Employees3
Clients26
DateMar 2015
Total AUM$242.8M
Discretionary$242.8M
Non-Disc.$0
Employees5
Clients26
DateMar 2014
Total AUM$165.8M
Discretionary$165.8M
Non-Disc.$0
Employees5
Clients26
DateOct 2013
Total AUM$146.2M
Discretionary$145.3M
Non-Disc.$989.4K
Employees6
Clients26
DateMar 2013
Total AUM$146.2M
Discretionary$145.3M
Non-Disc.$989.4K
Employees6
Clients26
DateSep 2012
Total AUM$136.8M
Discretionary$136.8M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$136.8M
Discretionary$136.8M
Non-Disc.$0
Employees1
Clients26
DateAug 2011
Total AUM$122.5M
Discretionary$122.5M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$122.5M
Discretionary$122.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$122.5M
Discretionary$122.5M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$111.2M
Discretionary$111.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$140.9M
Discretionary$130.3M
Non-Disc.$10.6M
Employees5
Clients--
DateMar 2007
Total AUM$139.5M
Discretionary$127.1M
Non-Disc.$12.4M
Employees5
Clients--
DateMar 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--