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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Valuewealth Services LLC
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|---|---|
| CRD # | 304049 |
| SEC # | 801-116846 |
| CIK # | |
| AUM | $242.1 M (2025-03-14) |
| Employees | 4 (75% Investors, 50% Brokers) |
| Phone | 410-286-9230 |
| Address | 2444 Solomons Island Rd Suite 212 Annapolis, MD 21401 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 176 | 122.0 |
| (b) Individuals (high net worth individuals) | 66 | 120.1 |
| (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 | 262 | 242.1 |
| By Discretionary | ||
| Discretionary | 241 | 208.6 |
| Non-Discretionary | 21 | 33.5 |
| Total | 262 | 242.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 242.1 | |
| Total | 262 | 242.1 |
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|---|---|---|
|
Wealth Management Strategies Inc
✚
|
PA | 0.3 |
|
First Financial Advisory Services Inc
✚
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RI | 0.3 |
|
Holder Wealth Management Inc
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IL | 0.2 |
|
CornerStone Wealth LLC
✚
|
TN | 0.2 |
|
Wealth Intelligence LLC
✚
|
GA | 0.2 |
|
Peak Retirement Planning Inc
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|
OH | 0.2 |
|
Welch Investment Group LLC
✚
|
OR | 0.2 |
|
Luken Investment Analytics LLC
✚
|
TN | 0.2 |
|
Fenway Financial Advisors LLC
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|
VA | 0.2 |
|
Vivid Wealth Management LLC
✚
|
IA | 0.2 |