ValueTech Private Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$11,507,378
This total excludes 6 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
36
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
36
HighAverage account size
$319,649
About
ValueTech Private Advisors is a small, independent advisory firm that provides customized financial planning, ongoing portfolio management, investment consultation, and periodic educational workshops to individual and business clients. The firm manages roughly $21.4 million on behalf of a limited client base and offers both discretionary and non‑discretionary portfolio services alongside modular and broad-based planning engagements.
The firm combines fundamental, technical, and cyclical analysis with a value-oriented, active management framework and elements of Modern Portfolio Theory, favoring long‑term investing with recurring contributions and a particular emphasis on the technology sector. It documents client investment guidelines, uses trading and portfolio‑management technology (model portfolios and rebalancing tools), and may employ limited leverage and option strategies consistent with client objectives and risk tolerance.
Compared with many single‑advisor independent firms, ValueTech discloses a material non‑U.S. client presence and the ability to offer performance‑based fees for non‑U.S. resident accounts, and it explicitly permits borrowing and the use of derivatives in separately managed accounts—practices that are relatively uncommon among peers. The firm also serves corporate/business clients in addition to individuals and runs educational seminars, and its sole advisor maintains outside full‑time employment in the technology industry, a disclosed outside business activity.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Active portfolio management
Options & derivatives strategies
Real estate investing
Cash flow / budgeting
Occupation focus
Technology Professional
Founder/Business Owner
Fee options
Financial planning fixed fee ranges from $600 to $3,600 for the first year, paid monthly in arrears
$0 - $500,000: 1.50% annually $500,001 - $1,000,000: 1.10% annually $1,000,001 - $10,000,000: 1.00% annually $10,000,001+: 0.80% annually
$100 per hour, billed in 30-minute increments
For non-U.S. resident clients only: performance-based fees tiered as follows: $50,000 - $99,999.99: 32%; $100,000 - $499,999.99: 25%; $500,000 - $999,999.99: 22%; $1,000,000 - $4,999,999.99: 19%; $5,000,000 - $9,999,999.99: 16%; $10,000,000 and above: 14%
Account minimum: $50,000
Main office location
ValueTech Private Advisors
1370 Valley Vista Dr, Suite 200
Diamond Bar CA 91765, United States
Number of offices
1
Most active in
ValueTech Private Advisors has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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