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| Valuewealth Services LLC
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|
|---|---|
| CRD # | 304049 |
| SEC # | 801-116846 |
| CIK # | |
| AUM | $161.1 MM (2023-03-03) |
| Employees | 4 (75% Investors, 50% Brokers) |
| Phone | 410-286-9230 |
| Address | 2444 Solomons Island Rd Suite 212 Annapolis, MD 21401 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 227 | 62.8 |
| (b) Individuals (high net worth individuals) | 65 | 98.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 331 | 161.1 |
| By Discretionary | ||
| Discretionary | 331 | 161.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 331 | 161.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 161.1 | |
| Total | 331 | 161.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Private Harbour Investment Management & Counsel LLC
✚
|
OH | 0.2 |
|
Innova Wealth Partners LLC
✚
|
PA | 0.2 |
|
Murphy Wealth Management Group Inc
✚
|
NY | 0.2 |
|
ENR Asset Management Incorporated
✚
|
0.2 | |
|
HD Money Inc
✚
|
FL | 0.2 |
|
Wealth Teams Alliance Inc
✚
|
CA | 0.2 |
|
Kahler Financial Group Inc
✚
|
SD | 0.2 |
|
Fenway Financial Advisors LLC
✚
|
MA | 0.2 |
|
COCO Enterprises LLC
✚
|
MT | 0.2 |
|
Delta Advisory Group Inc
✚
|
FL | 0.2 |