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WealthValues
WealthValues was established by Alexey Bulankov in 2006 in Redwood City, California. The firm operates as a registered investment advisor, providing portfolio...
WealthValues
WealthValues was established by Alexey Bulankov in 2006 in Redwood City, California. The firm operates as a registered investment advisor, providing portfolio management and financial planning to individuals and high-net-worth families. Bulankov structured the firm around a fee-only advisory model, a posture that distinguishes it from commission-driven wealth managers and aligns the firm's incentives with client outcomes. The firm's investment approach spans public equities, fixed income, and alternative assets, deployed through separately managed accounts. WealthValues emphasizes tax-aware portfolio construction and long-term capital appreciation, with allocations tailored to client-specific liquidity needs and risk tolerances. The firm's geographic footprint centers on the San Francisco Bay Area, where it serves a concentrated base of technology executives, entrepreneurs, and inheritors of concentrated stock positions. The advisory team remains small by design, typical of boutique RIAs that prioritize client-to-advisor ratio over asset-gathering scale. The firm has not publicly disclosed assets under management, but its SEC registration confirms it advises high-net-worth individuals. The firm maintains no additional offices and has not launched adjacent philanthropic vehicles or co-investment clubs. WealthValues' structural differentiator is its longevity in a Bay Area market where many RIAs consolidate or sell to aggregators. The firm has remained independent since 2006, with Bulankov retaining sole ownership — a governance structure that eliminates external capital pressures on portfolio decisions and preserves continuity of client relationships across market cycles.
General information
Firm type
Bank / Wealth / Trust
Year founded
2006
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Redwood City
Corporate office
Redwood City, CA, United States
Principals
Alexey Bulankov
Founder and Managing Partner
Sector focus
Frequently asked questions
Who is the founder of WealthValues and what is his professional background?
Alexey Bulankov founded WealthValues in 2006 and serves as its managing partner. His professional background includes experience in financial analysis and portfolio management prior to launching the firm. Bulankov's investment philosophy emphasizes long-term, tax-efficient wealth preservation tailored to each client's unique circumstances.
How does WealthValues charge for its advisory services?
WealthValues operates on a fee-only basis, charging clients a percentage of assets under management or a fixed retainer for financial planning. This structure removes commission-based conflicts of interest. The firm's SEC registration confirms it does not earn compensation from product sales, trading commissions, or third-party referral fees.
What types of clients does WealthValues serve?
WealthValues advises high-net-worth individuals and families, with a particular concentration in the San Francisco Bay Area. Its client base includes technology professionals, founders, and executives managing concentrated equity positions. The firm also provides financial planning for individuals navigating liquidity events, retirement transitions, and intergenerational wealth transfers.
Is WealthValues affiliated with a larger financial institution?
No. WealthValues is an independently owned registered investment advisor. Alexey Bulankov is the sole owner and managing partner. The firm has no parent company, no private equity backing, and no affiliation with a bank, broker-dealer, or insurance company, which allows it to custody assets at independent third-party custodians of the client's choosing.
Does WealthValues manage assets on a discretionary or non-discretionary basis?
WealthValues provides portfolio management on a discretionary basis, meaning it can execute trades and rebalance portfolios without obtaining client approval for each transaction. Clients grant this authority through an investment management agreement. The firm also offers non-discretionary advisory and financial planning services.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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