VALUEWEALTH SERVICES, LLC

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

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 $196,905,039 assets under management, offering retirement planning & investment advisory services to 292 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	304049
SEC#	801-116846
Assets Managed by Firm	$196,905,039
No. of Clients	292
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	292	$196,905,039
Individuals (other than high net worth individuals)	227	$76,792,965
High net worth individuals	65	$120,112,074

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