WealthValues, LLC

WealthValues serves individual and high-net-worth clients with wealth management, portfolio management, and financial planning services delivered primarily on a discretionary basis. The firm reports managing about $466.5 million in client assets for a small client roster, with advisory services tailored to each client’s stated objectives.

The firm’s investment approach emphasizes asset allocation, diversification, and tax-aware portfolio construction, combining passive and active strategies and selecting third-party managers based on philosophy, consistency, and track record. WealthValues uses institutional brokerage relationships that provide research and execution support, and it provides rollover recommendations under the ERISA/IRC fiduciary standard or, alternatively, an educational approach when appropriate.

What distinguishes the firm from many peers is its scale relative to advisory headcount: with two advisors and a small number of clients, its assets under management per advisor exceed $200 million, a level uncommon among supported firms. WealthValues also does not sponsor wrap fee programs, does not accept performance-based fees, and generally does not take custody of client assets beyond the ability to debit advisory fees.