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VALUEWEALTH SERVICES, LLC
CRD 304049 · SEC 801-116846
2444 SOLOMONS ISLAND RD SUITE 212, ANNAPOLIS, MD, 21401, United States
Phone
410-286-9230
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$319.0M
Discretionary AUM
$319.0M
Team
4 total employees; 4 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 305 | $122.0M |
| High net worth individuals | 115 | $196.9M |
States served
CA, CO, GA, IL, MD, MS, NM, NY, NC, OH, TN, VA, FL
All web addresses on file
Official SEC filing: View on IAPD