VALUED WEALTH ADVISORS, LLC
Legal name: INTERWISE
CRD #316746 SEC #801-122564 HOLLADAY, UT 801-484-6004
SEC Registered
Total AUM
$273.2M
Discretionary
$256.8M
Employees
10
Clients
0
Accounts
960
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $273.2M | $256.8M | $16.4M | 10 | 0 |
| Jul 2025 | $273.2M | $256.8M | $16.4M | 10 | 0 |
| Mar 2025 | $273.2M | $256.8M | $16.4M | 10 | 0 |
| Jun 2024 | $230.3M | $215.3M | $15M | 4 | 0 |
| Jun 2024 | $230.3M | $215.3M | $15M | 4 | 0 |
| Mar 2024 | $230.3M | $215.3M | $15M | 4 | 0 |
| Oct 2023 | $180.5M | $169.7M | $10.8M | 4 | 0 |
| Jul 2023 | $180.5M | $169.7M | $10.8M | 4 | 0 |
| Apr 2023 | $180.5M | $169.7M | $10.8M | 4 | 0 |
| Mar 2023 | $180.5M | $169.7M | $10.8M | 4 | 0 |
| Nov 2022 | $103M | $103M | $0 | 3 | 0 |
| Jan 2022 | $103M | $103M | $0 | 3 | 0 |
| Nov 2021 | $0 | $0 | $0 | 3 | 0 |
| Oct 2021 | $0 | $0 | $0 | 3 | 0 |
| Sep 2021 | $0 | $0 | $0 | 3 | 0 |
DateOct 2025
Total AUM$273.2M
Discretionary$256.8M
Non-Disc.$16.4M
Employees10
Clients0
DateJul 2025
Total AUM$273.2M
Discretionary$256.8M
Non-Disc.$16.4M
Employees10
Clients0
DateMar 2025
Total AUM$273.2M
Discretionary$256.8M
Non-Disc.$16.4M
Employees10
Clients0
DateJun 2024
Total AUM$230.3M
Discretionary$215.3M
Non-Disc.$15M
Employees4
Clients0
DateJun 2024
Total AUM$230.3M
Discretionary$215.3M
Non-Disc.$15M
Employees4
Clients0
DateMar 2024
Total AUM$230.3M
Discretionary$215.3M
Non-Disc.$15M
Employees4
Clients0
DateOct 2023
Total AUM$180.5M
Discretionary$169.7M
Non-Disc.$10.8M
Employees4
Clients0
DateJul 2023
Total AUM$180.5M
Discretionary$169.7M
Non-Disc.$10.8M
Employees4
Clients0
DateApr 2023
Total AUM$180.5M
Discretionary$169.7M
Non-Disc.$10.8M
Employees4
Clients0
DateMar 2023
Total AUM$180.5M
Discretionary$169.7M
Non-Disc.$10.8M
Employees4
Clients0
DateNov 2022
Total AUM$103M
Discretionary$103M
Non-Disc.$0
Employees3
Clients0
DateJan 2022
Total AUM$103M
Discretionary$103M
Non-Disc.$0
Employees3
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateSep 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0