| Name | Title | Ownership | Since |
|---|---|---|---|
| Ariel Zev Weisbard Control | Managing Partner And Chief Compliance Officer | 25-50% | 2020 |
| Zachary Teutsch Control | Managing Partner | 50-75% | 2017 |
Values Added Financial LLC reports $234.2 million in regulatory assets under management on its Form ADV.
Values Added Financial LLC reports 8 employees.
Values Added Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 202-599-0915 |
| Fax | N/A |
| Office hours | By Appointment Only |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1973921 |
| Discloses disciplinary history | No |
| Discretionary | $233.9M |
| Non-discretionary | $329K |
| Total (RAUM) | $234.2M |