RIA Intel›Advisers›Texas›VALUETREE FINANCIAL LLC

VALUETREE FINANCIAL LLC

Advisory

Data as of Jul 17, 2026 · Source: SEC Form ADV

Rank in TX

#2,366

of 2,813 advisers by AUM

Average account

$242K

across 39 accounts

AUM per adviser

$9M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 17, 2026.

Total AUM

$9M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$9M

Discretionary AUM$9M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients20

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

20 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in TX

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

UJJVAL INVESTMENTS, LLC

$9M

TBMS WEALTH LLC

$9M

ELGON FINANCIAL ADVISORS LLC

$9M

FINANCIAL SERENITY, LLC

$10M

ARMAS CAPITAL MANAGEMENT, LLC

HOUSTON, TX

$10M

BRAGG COMER FINANCIAL ADVISORS, LLC

$9M

Get the full picture on VALUETREE FINANCIAL LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track VALUETREE FINANCIAL LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans