WEALTHVALUES, LLC of REDWOOD CITY, CA is an SEC-registered investment adviser (CRD 140004). Regulatory assets under management: $466.5M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Karen Rae Goodfriend | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| SZABO-WEBBER KANAKA ESTHER | PARTNER; PRINCIPAL | — |
| GOODFRIEND KAREN RAE | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; PARTNER/CCO; PARTNER/CHIEF COMPLIANCE OFFICER (+1 more) | — |