Overview
Assets Under Management: $101 million
Headquarters: WEST DES MOINES, IA
High-Net-Worth Clients: 39
Average Client Assets: $1.9 million
Frequently Asked Questions
VALUE WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #147115), VALUE WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
VALUE WEALTH MANAGEMENT LLC is headquartered in WEST DES MOINES, IA.
VALUE WEALTH MANAGEMENT LLC serves 39 high-net-worth clients according to their SEC filing dated March 20, 2018. View client details ↓
According to their SEC Form ADV, VALUE WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
VALUE WEALTH MANAGEMENT LLC manages $101 million in client assets according to their SEC filing dated March 20, 2018.
According to their SEC Form ADV, VALUE WEALTH MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.68%
Average Client Assets: $1.9 million
Total Client Accounts: 365
Discretionary Accounts: 297
Non-Discretionary Accounts: 68
Regulatory Filings
CRD Number: 147115
Filing ID: 1179917
Last Filing Date: 2018-03-20 12:44:00