Valuewealth Services, LLC
Valuewealth Services, LLC is an SEC-registered mass-market adviser in Annapolis, MD with $319.0M assets under management (AUM, regulatory AUM), +32% over one year. See who owns Valuewealth Services, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 304049, SEC 801-116846, data through 2026-06-22.
- AUM (assets under management / regulatory AUM)
- $319.0M (2026-06-22)
- Firm type
- Mass-Market Adviser
- Location
- Annapolis, MD
- Employees
- 4
- Clients
- 420
- CRD
- 304049
- Ownership
- WILLIAMS, STEPHANIE, MARIE; WYROUGH, PETER, STUART
How much AUM does Valuewealth Services, LLC have?
Valuewealth Services, LLC reported $319.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-22).
Who owns Valuewealth Services, LLC?
Disclosed owners and executives of Valuewealth Services, LLC include WILLIAMS, STEPHANIE, MARIE, WYROUGH, PETER, STUART. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.