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- Custodian
- Charles Schwab & Company · SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-21-2006
- Office Locations
- 2
Office Locations
About Wealthvalues, LLC
WealthValues (formerly KK Wealth Advisors) is a fee-only, SEC-registered RIA providing personalized, comprehensive wealth management and financial planning through life transitions and market cycles. The team integrates investment management with retirement, tax, risk, charitable, and estate planning in coordination with clients’ outside professionals, and emphasizes long-tenured client relationships. Reported custody includes Charles Schwab.
Team overview
Insights
Investment Themes
Investment Vehicles
Services
Owner & Executives
KAREN RAE GOODFRIEND
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #4369844
- Ownership
- 75% or more
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Samuel Lewis Goodfriend
--
- CRD
- #6883472
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $466,520,722 | $3,089,541 |
| Non-Discretionary | $0 | -- |
| Total | $466,520,722 | $3,089,541 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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