VALUED WEALTH ADVISORS, LLC of HOLLADAY, UT is an SEC-registered investment adviser (CRD 316746). Regulatory assets under management: $369.7M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Richard Lee Wagner | OWNER; PRESIDENT | — |
| Taylor Wagner | CHIEF COMPLIANCE OFFICER; GENERAL PARTNER | Holladay, UT |
| Parker Jenkins Wagner | GENERAL PARTNER | — |
| WAGNER KENNETH LEE | PRESIDENT | — |
| Wagner Taylor | CHIEF COMPLIANCE OFFICER; GENERAL PARTNER | — |
| WAGNER PARKER JENKINS | GENERAL PARTNER | — |