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Home > Retirement Planners > maryland > hunt valley > VSM WEALTH ADVISORY, LLC
VSM WEALTH ADVISORY, LLC
11350 Mccormick Road
Executive Plaza I, Suite 300
Hunt Valley, Maryland 21031
Tel: 410-825-8844
About VSM WEALTH ADVISORY, LLC
VSM WEALTH ADVISORY, LLC, formally registered with the SEC as VSM WEALTH ADVISORY, LLC. The firm was established in 05/06/2021. They have over 1 offices throughout the country.
VSM WEALTH ADVISORY, LLC is a Hunt Valley, Maryland based Financial Planning firm with nearly $498,453,140 assets under management, offering retirement planning & investment advisory services to 564 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 313717 |
| SEC# | 801-121412 |
| Assets Managed by Firm | $498,453,140 |
| No. of Clients | 564 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 564 | $498,453,140 |
| Individuals (other than high net worth individuals) | 497 | $338,222,024 |
| High net worth individuals | 66 | $159,163,306 |
| Pension and profit sharing plans | 1 | $1,067,810 |
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