| Name | Title | Ownership | Since |
|---|---|---|---|
| Karen Rae Goodfriend Control | Managing Member And Chief Compliance Officer | Over 75% | 2006 |
Wealthvalues, LLC reports $410.6 million in regulatory assets under management on its Form ADV.
Wealthvalues, LLC reports 5 employees.
Wealthvalues, LLC is based in Redwood City, CA and has been SEC-registered since 2006.
Wealthvalues, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 303 Twin Dolphin Dr., Suite 600, Redwood City, CA 94065 |
| Phone | 650-941-5530 |
| Office hours | By Appointment |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $410.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $410.6M |