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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T. ROWE PRICE ASSOCIATES, INC. 100 East Pratt Street Baltimore, MD, 21202	$1,752,267,028,988	4696	3814
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BROWN ADVISORY 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340	$108,331,371,643	23317	657
PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$65,095,381,946	126	101
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$37,701,864,167	516	254

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