Ariel
Weisbard
Values Added Financial
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About this Advisor
Ariel Weisbard is a financial advisor based in Washington, District of Columbia, working with Values Added Financial. Ariel has previously held positions at the Law Firm Of Ari Weisbard, Council Of The District Of Columbia, DC Employment Justice Center, and Values Added Financial LLC. Ariel has passed the Series 65 regulatory exam and is registered to provide services in the District of Columbia, Massachusetts, and New York. Currently, Ariel is part of Values Added Financial, which operates out of Washington, District of Columbia. The firm has 5 employees and manages assets totaling $172.6 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Values Added Financial includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Values Added Financial Brokerage Details
$172,649,583
5
310
$556,934
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Ariel Weisbard Work History
Values Added Financial LLC
Law Firm Of Ari Weisbard
Values Added Financial LLC
Council Of The District Of Columbia
Dc Employment Justice Center
Disclosures
Please visit the SEC profile of Ariel Weisbard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Values Added Financial
Washington, DC
Washington, DC
Washington, DC
Washington, DC
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