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Valued Wealth Advisors, LLC

● SEC registered since 2021CRD 316746SEC# 801-122564Holladay, UT
Export (members)
Reg. AUM
$273.2M
Employees
10
Accounts
960
Location
Holladay, UT

Valued Wealth Advisors, LLC assets under management

Valued Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Holladay, UT. The firm has been registered since 2021. It reports $273.2 million in regulatory assets under management and employs 10 people.
www.linkedin.com/in/talon-pitchforth-cpa-cfp%c2%ae-83b50289View on SEC.gov ↗

Valued Wealth Advisors, LLC owners & executives

5 reported
NameTitleOwnershipSince
Balanced Advisors, Inc. ControlMemberOver 75%2021
Taylor Wagner ControlChief Compliance OfficerUnder 5%2021
Parker Jenkins WagnerGeneral Partner—2024
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Frequently asked questions

How much does Valued Wealth Advisors, LLC manage?

Valued Wealth Advisors, LLC reports $273.2 million in regulatory assets under management on its Form ADV.

How many employees does Valued Wealth Advisors, LLC have?

Valued Wealth Advisors, LLC reports 10 employees.

Where is Valued Wealth Advisors, LLC located?

Valued Wealth Advisors, LLC is based in Holladay, UT and has been SEC-registered since 2021.

Does Valued Wealth Advisors, LLC disclose fund performance?

Valued Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3115 East Lion Lane, Suite 160, Holladay, UT 84121
Phone801-484-6004
Office hours9 a.m. - 5 p.m.
SEC regionDenver Regional Office (DRO)
CIK2007175
Discloses disciplinary historyNo

Assets under management

Discretionary$256.8M
Non-discretionary$16.4M
Total (RAUM)$273.2M