Values Added Financial Llc
- Regulatory AUM
- $314M
- Discretionary
- $314M
- Clients
- 115
- Avg AUM / client
- $2.7M
- Accounts
- 513
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 38 | $23.5M | 7.49% |
| High net worth individuals | 74 | $286M | 91.3% |
| Charitable organizations | 3 | $3.8M | 1.23% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Zachary Teutsch | Managing Partner | May 2017 (9y) | 50% – 75% | |
| Ariel Zev Weisbard | Managing Partner And Chief Compliance Officer | CFP | Jan 2020 (7y) | 25% – 50% |
| Bridget Patel | Registered representative | CFP | Jul 2019 (7y) | |
| David Phillip Tenerelli | Registered representative | CFP | Jan 2025 (2y) | |
| Theadora Mc Knight Westlake Stearns | Registered representative | CFP | Aug 2025 (1y) | |
| Acie Clayborne | Registered representative | Dec 2025 (1y) | ||
| Ehijie Mofeolu Sado | Registered representative | CFP | Feb 2026 (1y) | |
| Rachel Caroline Lewis | Registered representative | Jun 2026 (0y) | ||
| Rosana Ralya | Registered representative | CFP | Jul 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/10/2026 | 983 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $313M (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 10, 2026.
View current Form ADV (SEC/IAPD) ↗