2444 Solomons Island Rd Suite 212
Annapolis, Maryland 21401
Tel: 410-286-9230
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 304049 |
SEC# | 801-116846 |
Assets Managed by Firm | $161,145,674 |
No. of Clients | 331 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 331 | $161,145,674 |
Individuals (other than high net worth individuals) | 227 | $62,794,797 |
High net worth individuals | 65 | $98,350,877 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,506,538,334,571 | 3783 | 3722 | |
$165,475,690,648 | 62 | 114 | |
$98,298,071,437 | 22302 | 629 | |
$53,251,436,325 | 121 | 98 | |
$34,265,560,279 | 498 | 154 |
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