# The Money and Values Group

The Money and Values Group is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 340171
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/340171

## About

THE MONEY AND VALUES GROUP is a state-registered investment adviser in Prescott, AZ. It has one office and two registered representatives.

## Questions

### What asset classes does The Money and Values Group invest in?

No asset-class preferences have been disclosed in public records. The firm has not published a strategy statement, fund structure, or list of investment holdings.

### Who are the principals behind The Money and Values Group?

Publicly accessible sources do not name any principals, officers, or investment professionals associated with the group. The firm's ownership and leadership remain opaque.

### How does The Money and Values Group source deals?

Deal-flow sourcing is not described in any available public materials. The absence of a professional network presence or media coverage precludes any assessment of proprietary sourcing capabilities.

### What is the geographic focus of The Money and Values Group?

The firm has not disclosed a geographic focus or office location. No city, country, or regional investment preference can be confirmed from public sources.

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- [55 WEALTH](https://altss.com/profile/55-wealth)
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Last updated: 2026-07-06T01:24:26.934Z

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