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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between December 4, 2025 and February 10, 2026, reported AUM increased 33.9%, from $234.2M to $313.7M.
Across 5 reported observations, AUM increased 168.5% between October 6, 2022 and February 10, 2026, from $116.8M to $313.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 9 advisory representatives and 115 clients, or 12.8 clients per representative. That equates to $2.7M in reported AUM per client.
The profile lists 7 reported office locations and 9 years in operation. The source data was last updated on February 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Values Added Financial record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
ASSOCIATE FINANCIAL ADVISOR
- CRD
- #7174324
Rachel Caroline Lewis
ASSOCIATE FINANCIAL ADVISOR
- CRD
- #8237120
Showing 2 of 8 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
SMA allocation detail is available
Values Added Financial has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Values Added Financial's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.