VALUEWEALTH SERVICES, LLC
Adviser information for VALUEWEALTH SERVICES, LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Maryland, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 2 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 292 | $196.9M |
| Non-Discretionary | 0 | $0 |
| Total | 292 | $196.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 227 | $76.8M |
| HNW Individuals | 65 | $120.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesEducational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-116846 |
|---|---|
| SEC ERA File Number | 801-116846 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 304049 |
| Legal Entity Identifier | None |
Principal Office
2444 SOLOMONS ISLAND RD SUITE 212ANNAPOLIS
MD
United States
Monday - Friday, 9AM - 5PM
Tel: 410-286-9230, Fax: None
Websites
Chief Compliance Officer
STEPHANIE
BUNNELL
2444 SOLOMONS ISLAND ROAD
SUITE 212
ANNAPOLIS
MD
United States
Tel:
410-286-9230
S*******@**********************M
(Full email address available in API data)
Regulatory Contact
GREG SYLER
CONSULTANT
2054 43RD AVE
SAN FRANCISCO
CA
United States
Tel:
415-806-0136
G***@***********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WYROUGH, PETER, STUART | Individual | – | CEO, FOUNDER, | 04/2004 | > 75% |
| WILLIAMS, STEPHANIE, MARIE | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2021 | < 5% |