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| Valuewealth Services LLC
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|
|---|---|
| CRD # | 304049 |
| SEC # | 801-116846 |
| CIK # | |
| AUM | $319.0 M (2026-06-22) |
| Employees | 4 (100% Investors, 50% Brokers) |
| Phone | 410-286-9230 |
| Address | 2444 Solomons Island Rd Suite 212 Annapolis, MD 21401 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 305 | 122.0 |
| (b) Individuals (high net worth individuals) | 115 | 196.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,144 | 319.0 |
| By Discretionary | ||
| Discretionary | 1,144 | 319.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,144 | 319.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 319.0 | |
| Total | 1,144 | 319.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Claris Financial LLC
✚
|
VA | 0.3 |
|
Stonebridge Financial Planning Group LLC
✚
|
FL | 0.3 |
|
Benchmark Investment Advisors LLC
✚
|
IL | 0.3 |
|
Law & Associates Inc
✚
|
MD | 0.3 |
|
Openair Financial LLC
✚
|
TX | 0.3 |
|
CornerStone Select Advisors LLC
✚
|
MO | 0.3 |
|
Wealth Management Strategies Inc
✚
|
PA | 0.3 |
|
PTM Wealth Management LLC
✚
|
PA | 0.3 |
|
Trunorth Financial Services Inc
✚
|
PA | 0.3 |
|
Prairie Sky Financial Group LLC
✚
|
IL | 0.3 |