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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Utah
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 6, 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 |
|---|---|---|---|---|
| Wagner, Taylor | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Wagner, Taylor | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Wagner, Taylor | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Wagner, Taylor | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Wagner, Taylor | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Wagner, Taylor | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Wagner, Taylor | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Wagner, Taylor | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Wagner, Taylor | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Wagner, Taylor | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Wagner, Taylor | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Wagner, Taylor | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Wagner, Taylor | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Wagner, Taylor | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Wagner, Taylor | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BALANCED ADVISORS, INC. | DE | MEMBER | E | Control |
| BALANCED ADVISORS, INC. | DE | MEMBER | E | Control |
| BALANCED ADVISORS, INC. | DE | MEMBER | E | Control |
| BALANCED ADVISORS, INC. | DE | MEMBER | E | Control |
| BALANCED ADVISORS, INC. | DE | MEMBER | E | Control |
| BALANCED ADVISORS, INC. | DE | MEMBER | E | Control |
| BALANCED ADVISORS, INC. | DE | MEMBER | E | Control |
| BALANCED ADVISORS, INC. | DE | MEMBER | E | Control |
| BALANCED ADVISORS, INC. | DE | MEMBER | E | Control |
| BALANCED ADVISORS, INC. | DE | MEMBER | E | Control |
| BALANCED ADVISORS, INC. | DE | MEMBER | E | Control |
| BALANCED ADVISORS, INC. | DE | MEMBER | E | Control |
| BALANCED ADVISORS, INC. | DE | MEMBER | E | Control |
| BALANCED ADVISORS, INC. | DE | MEMBER | E | Control |
| BALANCED ADVISORS, INC. | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| WAGNER, PARKER, JENKINS | I | BALANCED ADVISORS, INC. | F | |
| WAGNER, PARKER, JENKINS | I | BALANCED ADVISORS, INC. | F | |
| WAGNER, PARKER, JENKINS | I | BALANCED ADVISORS, INC. | F | |
| Wagner, Taylor | I | BALANCED ADVISORS, INC. | F | |
| Wagner, Taylor | I | BALANCED ADVISORS, INC. | F | |
| Wagner, Taylor | I | BALANCED ADVISORS, INC. | F | |
| WAGNER, RICHARD, LEE | I | BALANCED ADVISORS, INC. | E | Control |
| WAGNER, RICHARD, LEE | I | BALANCED ADVISORS, INC. | E | Control |
| WAGNER, RICHARD, LEE | I | BALANCED ADVISORS, INC. | E | Control |
| WAGNER, RICHARD, LEE | I | BALANCED ADVISORS, INC. | E | Control |
| WAGNER, RICHARD, LEE | I | BALANCED ADVISORS, INC. | E | Control |
| WAGNER, RICHARD, LEE | I | BALANCED ADVISORS, INC. | E | Control |
| WAGNER, RICHARD, LEE | I | BALANCED ADVISORS, INC. | E | Control |
| WAGNER, RICHARD, LEE | I | BALANCED ADVISORS, INC. | E | Control |
| WAGNER, RICHARD, LEE | I | BALANCED ADVISORS, INC. | E | Control |
| WAGNER, RICHARD, LEE | I | BALANCED ADVISORS, INC. | E | Control |
| WAGNER, RICHARD, LEE | I | BALANCED ADVISORS, INC. | E | Control |
| WAGNER, RICHARD, LEE | I | BALANCED ADVISORS, INC. | E | Control |
Registrations
Federal
IA
Oct 6, 2025 REGISTERED
Notice Filings (9)
AK AL CA ID NE OR TX UT WA
Address
3115 EAST LION LANESUITE 160
HOLLADAY, UT 84121
United States
Phone: 801-484-6004