Values Added Financial

CRD 288912 · $313.7M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 288912
SEC number: 801-122265
Firm type: RIA
Assets under management: $313.7M as of Feb 10, 2026
Website: www.facebook.com/VALUESADDEDFINANCIAL ↗
Phone: 202-599-0915
Address: Not yet retrieved from the source record

Advisors at this firm

8 in our index · page 1 of 1

Acie ClayborneCRD 7174324 · Athens, OH

IA Registered
Rachel Caroline LewisCRD 8237120 · Mechanicsburg, PA

IA Registered
Bridget PatelCRD 7130667 · Washington, DC

IA Registered
Ehijie Mofeolu SadoCRD 7416291 · Atlanta, GA

IA Registered
David Phillip TenerelliCRD 7203014 · Frisco, TX

IA Registered
Zachary TeutschCRD 6820430 · Washington, DC

IA Registered
Ariel Zev WeisbardCRD 6873030 · Washington, DC

IA Registered
Theadora Mcknight Westlake-StearnsCRD 7169462 · Baltimore, MD

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 288912 ↗ FINRA BrokerCheck record for firm CRD 288912 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.