VALUETECH PRIVATE ADVISORS

VALUETECH PRIVATE ADVISORS of DIAMOND BAR, CA is an SEC-registered investment adviser (CRD 311165). Regulatory assets under management: $21.4M.

Registration

• CRD: 311165
• Type: Registered investment adviser
• Location: 1370 VALLEY VISTA DR, DIAMOND BAR, CA, 91765
• Phone: 323-600-4931
• Latest filing: 2026-05-05
• Regulatory AUM: $21.4M
• Discretionary AUM: $21.4M
• Clients: 1
• Accounts: 92

Business model

Compensation: % of AUM, Hourly, Fixed, Performance.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311165 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search