EAST VALLEY WEALTH LLC

EAST VALLEY WEALTH LLC of GILBERT, AZ is an SEC-registered investment adviser (CRD 314715). Regulatory assets under management: $8.5M.

Registration

• CRD: 314715
• Type: Registered investment adviser
• Location: 366 N GILBERT RD, GILBERT, AZ, 85234
• Phone: (480) 525-1839
• Latest filing: 2026-03-30
• Regulatory AUM: $8.5M
• Discretionary AUM: $8.5M
• Clients: 2
• Accounts: 98

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 314715 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search