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VSM WEALTH ADVISORY, LLC
CRD 313717 · SEC 801-121412
11350 MCCORMICK ROAD, EXECUTIVE PLAZA I, SUITE 300, HUNT VALLEY, MD, 21031, United States
Phone
410-825-8844
Fax
410-825-8520
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$677.5M
Discretionary AUM
$677.5M
Team
6 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 176 | $112.7M |
| High net worth individuals | 433 | $513.6M |
| Pension/profit sharing plans | 4 | $51.2M |
States served
CA, DE, IL, MD, MI, MN, NJ, NY, NC, PA, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD