Madeline
Valente

Bluesky Wealth Advisors, LLC

CRD#5497525
Investment Advisor
in Pleasanton, CA

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About this Advisor

Madeline Valente is a certified financial planner who works in Pleasanton, California, who has been in the advisory business for 12 years. Valente is on the advisory team at Bluesky Wealth Advisors, LLC. The advisor has gained experience at Pleasanton Financial Advisors and Bluesky Wealth Advisors, LLC. Valente has a Series 65 license, designating them as an investment advisor representative, and is able to advise clients in California. Bluesky Wealth Advisors, LLC is a registered investment firm that has its headquarters in Pleasanton, California. The company has offices in three locations and a total of 11 advisors. It controls $453 million in assets across its 1,207 client accounts, making it one of the larger firms in the nation by assets under management. Of its 1,207 customer accounts, 51% belong to high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm offers a few services, including financial planning services, portfolio management for individuals and small businesses and other services. Fees for financial advisory services largely vary depending on the type of services. However, fee types charged by Bluesky Wealth Advisors, LLC may include any blend of hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Hourly Charges, Fixed Fees

Disclosures

No

Office Location

1811 Santa Rita Road Suite 211
Pleasanton, CA 94566

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Bluesky Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$453,240,307

CA Average: $3,625,019,099
Total Number of Employees

11

CA Average: 22
Total Number of Accounts

1,207

CA Average: 1,917
Average Account Size

$375,510

CA Average: $1,890,985

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Madeline Valente Work History

Madeline has 12 years of experience.

2013 - Present (8 years)

Bluesky Wealth Advisors, LLC

2008 - 2013 (5 years)

Pleasanton Financial Advisors

Disclosures

Madeline Valente has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bluesky Wealth Advisors, LLC

Caroline Jones
New Bern, NC
John Gjertsen
Acworth, GA
Soo Kim
New Bern, NC
Ayasha Jones
New Bern, NC
Stephen Fletcher
New Bern, NC
Stephen Horstmann
New Bern, NC
Madeline Valente
Pleasanton, CA
Bronwyn Shone
Pleasanton, CA

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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