# VALUED WEALTH ADVISORS, LLC

VALUED WEALTH ADVISORS, LLC of HOLLADAY, UT is an SEC-registered investment adviser.

## Registration

- CRD: 316746
- Type: SEC-registered investment adviser
- SEC file number: 801-122564
- Location: 3115 EAST LION LANE, SUITE 160, HOLLADAY, UT, 84121
- Phone: 801-484-6004
- Latest filing: 2026-03-25
- Regulatory AUM: $369.7M
- Discretionary AUM: $342.8M
- Non-discretionary AUM: $27.0M
- Clients: 10
- Accounts: 1,054

## Business model

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

## Officers, owners & control persons (6)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/316746/brochure
- Similar advisers: https://search.stillhousedata.com/firm/316746/similar
- Related entities: https://search.stillhousedata.com/firm/316746/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/316746

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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.