DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Values Added Financial
Legal name Values Added Financial LLC
Latest filing Feb 10, 2026
First filing on the tape Aug 6, 2021 · 18 filings
SEC status approved since Sep 3, 2021
RAUM
$314M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$310M individuals and HNW
Advisors
8
registered through the firm on IAPD
RAUM per advisor
$39.2M
derived; firm RAUM over IAPD count
Employees
9
9 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
18 filings and snapshots on the tape
RAUM$314M as of Feb 10, 2026
Jan 20, 2022$117M then
HNW client RAUM$286M as of Feb 10, 2026
Jan 20, 2022$92.6M then
State-registered IARs (5.B.3)6 as of Feb 10, 2026
Jan 20, 20224 then
Employees (5.A)9 as of Feb 10, 2026
Jan 20, 20224 then
Private funds: no history
RAUM +34% over the last fiscal year+36% a year over threeIARs 5 to 6
Practice profile
derived from the filing of Feb 10, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $39.2MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 14derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.9MderivedHNW RAUM over HNW clients
- Average account
- $611,447derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 1.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.1derivedItem 5.A over advisors
- Advisors per office
- 8.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +34%derivedbetween the last two annual amendments
- Advisor growth, one year
- +20%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +20%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers, educational seminarsreportedItem 5.G
- Custody
- $158M, 245 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$286M91%
- Individuals$23.5M7.5%
- Charitable organizations$3.8M1.2%
- Individual clients
- 38reported
- HNW clients
- 74reported
- Pension plan clients
- 0reported
- Charitable clients
- 3reported
- Accounts
- 513reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- $158M for 245 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
8 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Ariel Zev WeisbardCertified Financial Planner | Washington, Dc | Jul 19, 2021 | 11 y | 0 |
| Zachary Teutsch | Washington, Dc | Jan 1, 2025 | 11 y | 0 |
| David Phillip TenerelliCertified Financial Planner | Frisco, Tx | Jan 13, 2025 | 18 y | 1 |
| Theadora Mcknight Westlake-StearnsCertified Financial Planner | Washington, Dc | Aug 26, 2025 | 11 y | 1 |
| Acie Clayborne | Athens, Oh | Dec 4, 2025 | 10 y | 1 |
| Ehijie Mofeolu SadoCertified Financial Planner | Atlanta, Ga | Feb 5, 2026 | 12 y | 2 |
| Rachel Caroline Lewis | Mechanicsburg, Pa | Jun 18, 2026 | 13 y | 1 |
| Rosana RalyaCertified Financial Planner | San Francisco, Ca | Jul 8, 2026 | 11 y | 3 |
Advisor movement
0 left, 4 joined in 12 months
net +4 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 0.0% of current headcount3 left over 36 months
Left, latest
- Linda Aurora Rapisardo to Canela Wealth LLCMar 25, 2025 · RIA to a state-registered adviser
- Joel Jerome Anderson to Evergreen Wealth AdvisorsNov 20, 2024 · RIA to RIA
- Kathryn Lin Kubiak-Rizzone to About Time Financial PlanningJan 5, 2024 · RIA to a state-registered adviser
Joined, latest
- Rosana Ralya from Focus Partners Wealth, LLCJul 8, 2026 · RIA to RIA
- Rachel Caroline Lewis from Dame CarolineJun 18, 2026 · Other
- Ehijie Mofeolu Sado from EllevestFeb 5, 2026 · RIA to RIA
- Acie Clayborne from Rebel Financial, LLCDec 4, 2025 · RIA to RIA
- Theadora Mcknight Westlake-Stearns from Northwest Asset ManagementAug 26, 2025 · RIA to RIA
- Linda Aurora Rapisardo from Canela Wealth LLCFeb 28, 2025 · Other
- David Phillip Tenerelli from Strategic Financial Planning, Inc.Jan 13, 2025 · RIA to RIA
- Joel Jerome Anderson from Ameriprise Financial Services, LLCMar 2, 2022 · Affiliated broker-dealer or bank to independent RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Zachary Teutsch · Managing Partnercontrolsince 05/2017 · owns 50% to 75%
- Zev Ariel Weisbard · Managing Partner And Chief Compliance Officercontrolsince 01/2020 · owns 25% to 50%
Related persons
Schedule D 7.A
- Ariel Weisbardn
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Washington, Dc | 8 | 4 | 0 | ||
| Monroeville, Pa | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 398 to 513Dec 4, 2025 to Jan 13, 2026
- Advisory employees · 6 to 9Dec 4, 2025 to Jan 13, 2026
- Charity clients · 2 to 3Dec 4, 2025 to Jan 13, 2026
- HNW clients · 68 to 74Dec 4, 2025 to Jan 13, 2026
- Individual clients · 25 to 38Dec 4, 2025 to Jan 13, 2026
- Assets in custody · $110M to $158MDec 4, 2025 to Jan 13, 2026
- Employees · 8 to 9Dec 4, 2025 to Jan 13, 2026
- State-registered IARs · 5 to 6Dec 4, 2025 to Jan 13, 2026
- Discretionary RAUM · $234M to $314MDec 4, 2025 to Jan 13, 2026
- HNW RAUM · $225M to $286MDec 4, 2025 to Jan 13, 2026
- Individual RAUM · $8.2M to $23.5MDec 4, 2025 to Jan 13, 2026
- Non-discretionary RAUM · $328,593 to $0Dec 4, 2025 to Jan 13, 2026
- RAUM · $234M to $314MDec 4, 2025 to Jan 13, 2026
- Financial planning clients · 101-250 to 101-250Feb 27, 2025 to Apr 8, 2025
- Accounts · 310 to 398Feb 20, 2024 to Feb 27, 2025
- Advisory employees · 5 to 6Feb 20, 2024 to Feb 27, 2025
- Charity clients · 0 to 2Feb 20, 2024 to Feb 27, 2025
- HNW clients · 49 to 68Feb 20, 2024 to Feb 27, 2025
- Individual clients · 30 to 25Feb 20, 2024 to Feb 27, 2025
- Assets in custody · unset to 110484990.0Feb 20, 2024 to Feb 27, 2025
- Custody of client assets · false to trueFeb 20, 2024 to Feb 27, 2025
- Employees · 5 to 8Feb 20, 2024 to Feb 27, 2025
- Financial planning clients · 51-100 to 101-250Feb 20, 2024 to Feb 27, 2025
- HQ city · unset to Feb 20, 2024 to Feb 27, 2025
- HQ state · unset to Feb 20, 2024 to Feb 27, 2025
- State-registered IARs · 4 to 5Feb 20, 2024 to Feb 27, 2025
- Discretionary RAUM · $173M to $234MFeb 20, 2024 to Feb 27, 2025
- HNW RAUM · $151M to $225MFeb 20, 2024 to Feb 27, 2025
- Individual RAUM · $21.4M to $8.2MFeb 20, 2024 to Feb 27, 2025
- Non-discretionary RAUM · $0 to $328,593Feb 20, 2024 to Feb 27, 2025
- RAUM · $173M to $234MFeb 20, 2024 to Feb 27, 2025
- Accounts · 278 to 310Aug 1, 2023 to Feb 20, 2024
- Advisory employees · 6 to 5Aug 1, 2023 to Feb 20, 2024
- Advisory activities · 4 to 5Aug 1, 2023 to Feb 20, 2024
- HNW clients · 53 to 49Aug 1, 2023 to Feb 20, 2024
- Individual clients · 14 to 30Aug 1, 2023 to Feb 20, 2024
- Employees · 6 to 5Aug 1, 2023 to Feb 20, 2024
- State-registered IARs · 5 to 4Aug 1, 2023 to Feb 20, 2024
- Discretionary RAUM · $124M to $173MAug 1, 2023 to Feb 20, 2024
- HNW RAUM · $121M to $151MAug 1, 2023 to Feb 20, 2024
Signals
4 dated events
- Linda Aurora Rapisardo left Values Added Financial for Canela Wealth Llc (registered 2026-01-01)Mar 25, 2025 · Advisor changed firm · fact
- Joel Jerome Anderson left Values Added Financial for Evergreen Wealth Advisors (registered 2024-12-19)Nov 20, 2024 · Advisor changed firm · fact
- Kathryn Lin Kubiak-Rizzone left Values Added Financial for About Time Financial Planning (registered 2023-09-22)Jan 5, 2024 · Advisor changed firm · fact
- Values Added Financial filed its initial SEC registration (Form ADV)Aug 6, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/11203957reportedpublic record, Form ADV, Sep 17, 2026
- Website
- VALUESADDEDFINANCIAL.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 202-599-0915reportedpublic record, Form ADV, Feb 10, 2026
- Contact form
- valuesaddedfinancial.com/connectreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- valuesaddedfinancial.com/our-peoplereportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $39.2Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026