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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GOODFRIEND, KAREN, RAE | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| GOODFRIEND, KAREN, RAE | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| GOODFRIEND, KAREN, RAE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOODFRIEND, KAREN, RAE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOODFRIEND, KAREN, RAE | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| GOODFRIEND, KAREN, RAE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOODFRIEND, KAREN, RAE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOODFRIEND, KAREN, RAE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOODFRIEND, KAREN, RAE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOODFRIEND, KAREN, RAE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOODFRIEND, KAREN, RAE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOODFRIEND, KAREN, RAE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOODFRIEND, KAREN, RAE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOODFRIEND, KAREN, RAE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOODFRIEND, KAREN, RAE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOODFRIEND, KAREN, RAE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOODFRIEND, KAREN, RAE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOODFRIEND, KAREN, RAE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOODFRIEND, KAREN, RAE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| GOODFRIEND, KAREN, RAE | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| GOODFRIEND, KAREN, RAE | I | PARTNER/CCO | D | Control |
| GOODFRIEND, KAREN, RAE | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| GOODFRIEND, KAREN, RAE | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| GOODFRIEND, KAREN, RAE | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| GOODFRIEND, KAREN, RAE | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| GOODFRIEND, KAREN, RAE | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| GOODFRIEND, KAREN, RAE | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| GOODFRIEND, KAREN, RAE | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| GOODFRIEND, KAREN, RAE | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| GOODFRIEND, KAREN, RAE | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| GOODFRIEND, KAREN, RAE | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| GOODFRIEND, KAREN, RAE | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| GOODFRIEND, KAREN, RAE | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| SZABO-WEBBER, KANAKA, ESTHER | I | PRINCIPAL | D | Control |
| SZABO-WEBBER, KANAKA, ESTHER | I | PARTNER | D | Control |
| SZABO-WEBBER, KANAKA, ESTHER | I | PRINCIPAL | D | Control |
| SZABO-WEBBER, KANAKA, ESTHER | I | PRINCIPAL | D | Control |
| SZABO-WEBBER, KANAKA, ESTHER | I | PRINCIPAL | D | Control |
| SZABO-WEBBER, KANAKA, ESTHER | I | PRINCIPAL | D | Control |
| SZABO-WEBBER, KANAKA, ESTHER | I | PRINCIPAL | D | Control |
| SZABO-WEBBER, KANAKA, ESTHER | I | PRINCIPAL | D | Control |
| SZABO-WEBBER, KANAKA, ESTHER | I | PRINCIPAL | D | Control |
| SZABO-WEBBER, KANAKA, ESTHER | I | PRINCIPAL | D | Control |
| SZABO-WEBBER, KANAKA, ESTHER | I | PRINCIPAL | D | Control |
| SZABO-WEBBER, KANAKA, ESTHER | I | PRINCIPAL | D | Control |
| SZABO-WEBBER, KANAKA, ESTHER | I | PRINCIPAL | D | Control |
| SZABO-WEBBER, KANAKA, ESTHER | I | PRINCIPAL | D | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (2)
CA TX
Address
303 TWIN DOLPHIN DR.SUITE 600
REDWOOD CITY, CA 94065
United States
Phone: 650-941-5530