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VALUED WEALTH ADVISORS, LLC

dba INTERWISE · CRD 316746 · Registered Investment Adviser

VALUED WEALTH ADVISORS, LLC is a Registered Investment Adviser headquartered in HOLLADAY, UT. The firm reports $369,719,795 in regulatory assets under management across 1,054 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$342,759,266
Non-discretionary$26,960,529
Total RAUM$369,719,795
Accounts1,054

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 316746. adviserinfo.sec.gov/firm/summary/316746.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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