Valuewealth Services, LLC

Overview

Valuewealth Services, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2019. The firm is individually owned and focuses on wealth services for individuals and families. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Valuewealth also operates as an insurance broker, which aligns with its use of annuity products within client programs. Fee arrangements include asset-based fees, hourly charges, and fixed fees. The firm does not identify as an active ESG investor and is not positioned as a capital allocator to external private fund platforms.

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Public Holdings

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Location & Offices