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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-11-2017
- Office Locations
- 7
Office Locations
About Values Added Financial
Values Added Financial is a Washington, DC-based RIA serving socially minded professionals, impact-oriented inheritors with concentrated stock, and newly exited founders. The team provides holistic planning and discretionary portfolio management focused on diversification, values/impact-aligned investing, charitable giving, retirement planning, and proactive tax coordination. Portfolios are implemented primarily with ETFs, with Schwab as a key custodian.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Zachary Teutsch
Managing Partner, Partner
- CRD
- #6820430
- Ownership
- 50% but less than 75%
Ariel Zev Weisbard
Chief Compliance Officer, Managing Partner, Partner
- CRD
- #6873030
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Acie Clayborne III
--
- CRD
- #7174324
Rachel Caroline Lewis
--
- CRD
- #8237120
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $313,672,262 | $611,447 |
| Non-Discretionary | $0 | -- |
| Total | $313,672,262 | $611,447 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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