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Green Valley Wealth Advisors LLC (San Francisco)


Green Valley Wealth Advisors LLC is a related adviser based in San Francisco. It manages $2.2 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of California.

Green Valley Wealth Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Green Valley Wealth Advisors: assets under management

The assets under management (AUM) of Green Valley Wealth Advisors LLC is $2.2 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $2.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $733.33 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Green Valley Wealth Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Francisco

The principal office where Green Valley Wealth Advisors LLC performs its advisory services is located at 555 California Street, San Francisco, CA 94104, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-568-2150 or by fax 415-373-4400. The normal business hours are 7:30am-4:30pm on Monday - Friday.


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