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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

VALUES ADDED FINANCIAL

VALUES ADDED FINANCIAL LLC, CRD 288912

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:addf3f41-3496-7663-0475-b127ae8e2e5b

Data as of Feb 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 4
On other graphs: 0
Observed: Aug 6, 2021 to Feb 10, 2026
18 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $314MItem 5.F on the latest filing (2026-02-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $314M
Private client RAUM: $310MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $39.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 9
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 513
Individual clients: 38
High net worth clients: 74
Custody, client assets: $158M
SEC number: 801-122265
CIK: 1973921
CRD: 288912
Filings on the tape: 18
First filed: Aug 6, 2021
Latest filed: Feb 10, 2026
Organised: Limited Liability Company, DC

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Ariel Zev Weisbard	Certified Financial Planner	Washington, DC \| WASHINGTON, DC	5	11	n/a	no
Zachary Teutsch	n/a	WASHINGTON, DC	1	11	n/a	no
David Phillip Tenerelli	Certified Financial Planner	Frisco, TX \| WASHINGTON, DC	1	18	1	no
Theadora McKnight Westlake-Stearns	Certified Financial Planner	WASHINGTON, DC \| Baltimore, MD	1	11	1	no
Acie Clayborne	n/a	Athens, OH \| WASHINGTON, DC	0	10	1	no
Ehijie Mofeolu Sado	Certified Financial Planner	Atlanta, GA \| WASHINGTON, DC	0	12	2	no
Rachel Caroline Lewis	n/a	Mechanicsburg, PA \| WASHINGTON, DC	0	13	1	no
ROSANA RALYA	Certified Financial Planner	San Francisco, CA \| WASHINGTON, DC	0	11	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Teutsch, Zachary	MANAGING PARTNER	D	yes	05/2017	Aug 6, 2021	Feb 20, 2024
Weisbard, Ariel, Zev	MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER	C	yes	01/2020	Aug 6, 2021	Feb 20, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ARIEL WEISBARD	n/a	n/a	n/a	N	no	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 5 of 7

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Feb 10, 2026	$314M	$314M	9	9	n/a	n/a
2024	Apr 8, 2025	$234M	$234M	8	6	n/a	n/a
2023	Feb 20, 2024	$173M	$173M	5	5	n/a	n/a
2022	Mar 22, 2023	$125M	$124M	6	6	n/a	n/a
2021	Jan 20, 2022	$117M	$114M	4	4	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
4	0	4	0.0%	1	0	0	7	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$314M	$234M	33.9%	$125M	36.0%	9	8	0	0

Relationships

Registered with (11)

← ROSANA RALYAAdvisorregistration: current employment
Jul 8, 2026 to presentfactForm ADV
← Rachel Caroline LewisAdvisorregistration: current employment
Jun 18, 2026 to presentfactForm ADV
← Ehijie Mofeolu SadoAdvisorregistration: current employment
Feb 5, 2026 to presentfactForm ADV
← Acie ClayborneAdvisorregistration: current employment
Dec 4, 2025 to presentfactForm ADV
← Theadora McKnight Westlake-StearnsAdvisorregistration: current employment
Aug 26, 2025 to presentfactForm ADV
← David Phillip TenerelliAdvisorregistration: current employment
Jan 13, 2025 to presentfactForm ADV
← Zachary TeutschAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← Ariel Zev WeisbardAdvisorregistration: current employment
Jul 19, 2021 to presentfactForm ADV
← Linda Aurora RapisardoAdvisorregistration: previous registration
Feb 28, 2025 to Mar 25, 2025factForm ADV
← JOEL JEROME ANDERSONAdvisorregistration: previous registration
Mar 2, 2022 to Nov 20, 2024factForm ADV
← Kathryn Lin Kubiak-RizzoneAdvisorregistration: previous registration
May 21, 2021 to Jan 5, 2024factForm ADV

Controls (2)

← Teutsch, ZacharyOwnerMANAGING PARTNER, ownership code D, individual
Aug 6, 2021 to Feb 20, 2024factForm ADV
← Weisbard, Ariel, ZevOwnerMANAGING PARTNER AND CHIEF COMPLIANCE OFFICER, ownership code C, individual
Aug 6, 2021 to Feb 20, 2024factForm ADV

Dated events

Occurred
Mar 25, 2025
Advisor changed firm
Linda Aurora Rapisardo left Values Added Financial for Canela Wealth Llc (registered 2026-01-01)
Form ADVobserved 4 days ago
Occurred
Nov 20, 2024
Advisor changed firm
Joel Jerome Anderson left Values Added Financial for Evergreen Wealth Advisors (registered 2024-12-19)
Form ADVobserved 4 days ago
Occurred
Jan 5, 2024
Advisor changed firm
Kathryn Lin Kubiak-Rizzone left Values Added Financial for About Time Financial Planning (registered 2023-09-22)
Form ADVobserved 4 days ago
Occurred
Aug 6, 2021
First Form ADV filing
Values Added Financial filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:addf3f41-3496-7663-0475-b127ae8e2e5b
First observed: Aug 6, 2021
Last observed: Feb 10, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

VALUES ADDED FINANCIAL

VALUES ADDED FINANCIAL LLC, CRD 288912

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:addf3f41-3496-7663-0475-b127ae8e2e5b

Data as of Feb 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:24 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Ariel Zev Weisbard

Certified Financial Planner

Washington, DC | WASHINGTON, DC

n/a

Zachary Teutsch

n/a

WASHINGTON, DC

n/a

David Phillip Tenerelli

Certified Financial Planner

Frisco, TX | WASHINGTON, DC

Theadora McKnight Westlake-Stearns

Certified Financial Planner

WASHINGTON, DC | Baltimore, MD

Acie Clayborne

n/a

Athens, OH | WASHINGTON, DC

Ehijie Mofeolu Sado

Certified Financial Planner

Atlanta, GA | WASHINGTON, DC

Rachel Caroline Lewis

n/a

Mechanicsburg, PA | WASHINGTON, DC

ROSANA RALYA

Certified Financial Planner

San Francisco, CA | WASHINGTON, DC

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Teutsch, Zachary

MANAGING PARTNER

yes

05/2017

Aug 6, 2021

Feb 20, 2024

Weisbard, Ariel, Zev

MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER

yes

01/2020

Aug 6, 2021

Feb 20, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ARIEL WEISBARD

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 10, 2026

$314M

n/a

2024

Apr 8, 2025

$234M

n/a

2023

Feb 20, 2024

$173M

n/a

2022

Mar 22, 2023

$125M

$124M

n/a

2021

Jan 20, 2022

$117M

$114M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$314M

$234M

33.9%

$125M

36.0%