Valued Wealth Advisors, Llc
- Regulatory AUM
- $370M
- Discretionary
- $343M
- Clients
- 334
- Avg AUM / client
- $1.1M
- Accounts
- 1,054
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 158 | $29.4M | 7.96% |
| High net worth individuals | 149 | $277M | 74.8% |
| Pension and profit sharing plans | 26 | $58.8M | 15.9% |
| Charitable organizations | 1 | $4.8M | 1.3% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Richard Lee Wagner | President | Feb 2008 (19y) | ≈ 56.25% – 100% via Balanced Advisors, Inc. | |
| Taylor Wagner | Chief Compliance Officer | Oct 2021 (5y) | Less than 5% | |
| Parker Jenkins Wagner | General Partner | Nov 2022 (4y) | GP / trustee / elected manager of Balanced Advisors, Inc. (indirect) | |
| Matthew Nielsen Walker | Registered representative | Oct 2021 (5y) | ||
| Cesily Vandersteen Tippetts | Registered representative | Jul 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Balanced Advisors, Inc. | Member | Sep 2021 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Richard Lee Wagner: 75% – 100% of Balanced Advisors, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
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) | 03/25/2026 | 922 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
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $336M (91% of AUM) Mar 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: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗