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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Utah
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 23, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BADALAMENTI, CHARLES, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| WAGNER, RICHARD, LEE | I | PRES, CEO, CHIEF COMPLIANCE OFFICER, CFO, COO | E | Control |
| WAGNER, RICHARD, LEE | I | PRES, CEO, CFO, COO | E | Control |
| WAGNER, RICHARD, LEE | I | PRES, CEO, CHIEF COMPLIANCE OFFICER, CFO, COO | E | Control |
| WAGNER, RICHARD, LEE | I | PRES, CEO, CFO, CHIEF COMPLIANCE OFFICER | E | Control |
| VONDERHARR, ROBERT, LEO | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | D | Control |
| VONDERHARR, ROBERT, LEO | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | D | Control |
| WAGNER, RICHARD, LEE | I | MANAGING MEMBER | D | Control |
| WAGNER, RICHARD, LEE | I | MANAGING MEMBER | D | Control |
Registrations
Federal
IA
Mar 23, 2012 REGISTERED
Notice Filings (3)
AK ID UT
Address
3098 HIGHLAND DRIVESUITE 490
SALT LAKE CITY, UT 84106
United States
Phone: 801-484-6004