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Building 2VALUE WEALTH MANAGEMENT LLC

Map pinWEST DES MOINES, IA
Phone515-244-5141
NotebookSEC #801-69158
Total AUM
$75.9M
Employees
4
Clients
70

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6150 VILLAGE VIEW DRIVE
SUITE 101
WEST DES MOINES
IA 50266-5889
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
515-244-5141

ReceiptFinancials

Total AUM
$75.9M
Accounts
353
Discretionary
$59.1M
Accounts
307
Non-Discretionary
$16.8M
Accounts
46

ContactClients

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Individual Clients
41
AUM
$19.6M
HNW Individual Clients
29
AUM
$56.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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