Investment adviser · CRD 146586

VALUED WEALTH ADVISORS, LLC

Investment adviser filing (IA)

SALT LAKE CITY, UT, United States · Form ADV filed Mar 23, 2012

Regulatory AUM
$42M
Form ADV · Item 5.F
Client accounts
273
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 23, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly

Principal office

3098 HIGHLAND DRIVE, SUITE 490
SALT LAKE CITY, UT, 84106, United States

CRD 146586

Filing source

Form ADV 620231 · Mar 23, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.