# WEALTHVALUES, LLC

WEALTHVALUES, LLC of REDWOOD CITY, CA is an SEC-registered investment adviser.

## Registration

- CRD: 140004
- Type: SEC-registered investment adviser
- SEC file number: 801-66449
- Location: 303 TWIN DOLPHIN DR., SUITE 600, REDWOOD CITY, CA, 94065
- Phone: 650-941-5530
- Latest filing: 2026-03-30
- Regulatory AUM: $466.5M
- Discretionary AUM: $466.5M
- Clients: 5
- Accounts: 151

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (3)

| 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) | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/140004/brochure
- Similar advisers: https://search.stillhousedata.com/firm/140004/similar
- Related entities: https://search.stillhousedata.com/firm/140004/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/140004

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.