Valuewealth Services, LLC

Overview

Valuewealth Services, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2019. The firm is owned by an individual and serves primarily individual and family clients. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars or workshops. The firm also operates as an insurance broker, and its fee arrangements include percentage-of-AUM billing along with hourly and fixed-fee engagements. Valuewealth does not identify itself as an ESG-focused investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices