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VALUEWEALTH SERVICES, LLC

2444 Solomons Island Rd Suite 212
Annapolis, Maryland 21401
Tel: 410-286-9230

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About VALUEWEALTH SERVICES, LLC

VALUEWEALTH SERVICES, LLC, formally registered with the SEC as VALUEWEALTH SERVICES, LLC. The firm was established in 06/21/2019. They have over 1 offices throughout the country.

VALUEWEALTH SERVICES, LLC is a Annapolis, Maryland based Financial Planning firm with nearly $161,145,674 assets under management, offering retirement planning & investment advisory services to 331 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#304049
SEC#801-116846
Assets Managed by Firm$161,145,674
No. of Clients331
No. of Advisors4

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total331$161,145,674
Individuals (other than high net worth individuals)227$62,794,797
High net worth individuals65$98,350,877

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