VALUED WEALTH ADVISORS, LLC
CRD #146586 SEC #801-69247 SALT LAKE CITY, UT 801-484-6004
SEC Registered
Total AUM
$42M
Discretionary
$16.6M
Employees
1
Clients
1
Accounts
273
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2012 | $42M | $16.6M | $25.4M | 1 | 200 |
| Jul 2011 | $36.4M | $13.8M | $22.5M | 5 | -- |
| May 2011 | $36.4M | $13.8M | $22.5M | 5 | -- |
| Mar 2011 | $36.4M | $13.8M | $22.5M | 5 | -- |
| Jun 2010 | $31.4M | $31.4M | $0 | 5 | -- |
| Jun 2009 | $25M | $25M | $0 | 5 | -- |
DateMar 2012
Total AUM$42M
Discretionary$16.6M
Non-Disc.$25.4M
Employees1
Clients200
DateJul 2011
Total AUM$36.4M
Discretionary$13.8M
Non-Disc.$22.5M
Employees5
Clients--
DateMay 2011
Total AUM$36.4M
Discretionary$13.8M
Non-Disc.$22.5M
Employees5
Clients--
DateMar 2011
Total AUM$36.4M
Discretionary$13.8M
Non-Disc.$22.5M
Employees5
Clients--
DateJun 2010
Total AUM$31.4M
Discretionary$31.4M
Non-Disc.$0
Employees5
Clients--
DateJun 2009
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees5
Clients--