VALUEWEALTH SERVICES, LLC
Firm details
- Headquarters
- ANNAPOLIS, Maryland
- CRD number
- 304049
- Registered since
- June 21, 2019
- Website
- valuewealthservices.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI61.75%
- Individuals38.25%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Valuewealth Services, LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2019. The firm serves individual and family clients and combines advisory work with insurance brokerage. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Fee arrangements include a percentage-of-AUM model alongside hourly and fixed-fee options. The firm does not identify as an active ESG investor and is not listed as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities81%
- Cash & Cash Equivalents6%
- Other6%
- Investment Grade Corp Bonds5%
- US Government Bonds1%
Owners & executives
2 of 2PETER WYROUGH
CEOCRD 1291706
STEPHANIE WILLIAMS
Chief Compliance OfficerCRD 5425374
Contacts
3 of 5Alexander Baloga
Financial PlannerCRD 7996463
JOHN DIXON
Investment Advisor RepresentativeCRD 1835019
RODNEY BECKER
Financial Planner & Investment Advisor RepresentativeCRD 5199495
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ANNAPOLIS, MD
ANNE ARUNDEL
Location
ANNAPOLIS, MD
Headquartered in ANNAPOLIS, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- ANNE ARUNDEL
- Address
- 2444 Solomons Island Rd
- Time zone
- ET (UTC-5)
- Office locations
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