RIA Intel›Advisers›Arizona›EAST VALLEY WEALTH LLC`

EAST VALLEY WEALTH LLC`

Advisory

GILBERT, AZ

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account
$87K
across 98 accounts
AUM per adviser
$9M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$9M
Discretionary %
100%
Clients
26
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$9M
Discretionary AUM$9M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients26
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAZ, WI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in AZ

Closest by assets under management. All figures from Form ADV.

ENLIGHTENED ADVISORS WEALTH MANAGEMENT LLC
$8M
R1T1 FINANCIAL LLC
PHOENIX, AZ
$8M
1823 WEALTH MANAGEMENT LLC
$9M
STONEWALL EQUITIES, LTD.
$9M
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR
SCOTTSDALE, AZ
$8M
ELEVATE FINANCIAL LLC
$9M

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