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Building 2VALUED WEALTH ADVISORS, LLC

Map pinSALT LAKE CITY, UT
Phone801-484-6004
NotebookSEC #801-69247
Total AUM
$42M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3098 HIGHLAND DRIVE
SUITE 490
SALT LAKE CITY
UT 84106
United States
Operating Hours
9:00 AM-5:00 PM
Monday - Friday
Phone
801-484-6004

ReceiptFinancials

Total AUM
$42M
Accounts
273
Discretionary
$16.6M
Accounts
89
Non-Discretionary
$25.4M
Accounts
184

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
RETAINER

Shield checkCompliance

Disclosures

None reported

State Registrations
AKIDUT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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