East Valley Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$8,507,724
Total clients
26
0% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
26
Average account size
$327,220
About
East Valley Wealth LLC provides discretionary investment management, financial planning, access to independent third‑party money managers, and retirement plan services for individuals and families. The firm reported $4,245,776 in discretionary assets under management as of December 31, 2024 and serves a small client base (13 clients) with two advisors.
Portfolios are implemented across equities, corporate and municipal debt, mutual funds, ETFs, and cash, using long‑term holding, allocation, and active management techniques and favoring institutional share classes when available. The firm supplements its investment process with third‑party platforms and tools — notably the Signal Advisors/Adhesion TAMP and the Nitrogen risk‑tolerance assessment — to select model allocations and refine client risk profiling.
Distinctive aspects disclosed in the brochure include regular educational seminars and webinars offered free on an impersonal basis and an affiliation with an independent insurance business, where a firm principal is a licensed insurance agent who may receive commissions for insurance product implementations. The combination of a very small AUM/client base, the use of external platform model portfolios and risk‑profiling technology, and the insurance affiliation differentiates its operating model from many peers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Wealth management
Fee options
Fixed fee for financial planning services ranging from $2,000 to $10,000
$0 - $250,000: 1.75% $250,000.01 - $750,000: 1.50% $750,001 - $1,000,000: 1.25% More than $1 million+: 1.00%
$300 - $500 per hour for financial planning services
Account minimum: $250,000
Main office location
East Valley Wealth LLC
366 N Gilbert Rd, Suite 205
Gilbert AZ 85234, United States
Number of offices
2
Most active in
East Valley Wealth LLC has reported serving >5 clients in these states in the last 12 months.
Arizona · Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
Facebook
Instagram
Website
(480) 525-1839
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