VALUED WEALTH ADVISORS, LLC
C21
CRD 316746·SEC 801-122564·HOLLADAY, UT
AUM
$369.7M
$100M-$500M
Est. Revenue
$3.7M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$8.9M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'22 · $103.0M
'23 · $103.0M
'25 · $273.2M
'26 · $369.7M
'22'26
$103.0M → $369.7M▲ +259%
Client mix
| Individuals Other | 158 |
| Individuals High Net Worth | 149 |
| Pension Profit Sharing Plans | 26 |
| Charitable Organizations | 1 |
Operations
Advisory staff (5-yr trend)
'22 · 2 advisors
'23 · 2 advisors
'25 · 4 advisors
'26 · 5 advisors
'22'26
2 advisors → 5 advisors▲ +150%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (11)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
3115 EAST LION LANE, SUITE 160HOLLADAY, UT 84121
Business
3115 EAST LION LANE, SUITE 160HOLLADAY, UT 84121
Edgar Recent Filings
13F-HR2026-04-30 · 0002007175-26-000002
13F-HR2026-01-30 · 0002007175-26-000001