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Valuewealth Services, LLC

● SEC registered since 2019CRD 304049SEC# 801-116846Annapolis, MD
Export (members)
Reg. AUM
$242.1M
Employees
4
Accounts
262
Location
Annapolis, MD

Valuewealth Services, LLC assets under management

Valuewealth Services, LLC is an investment advisory firm registered with the SEC based in Annapolis, MD. The firm has been registered since 2019. It reports $242.1 million in regulatory assets under management and employs 4 people.
www.valuewealthservices.comView on SEC.gov ↗

Valuewealth Services, LLC owners & executives

2 reported
NameTitleOwnershipSince
Peter Stuart Wyrough ControlCeo, Founder,Over 75%2004
Stephanie Marie WilliamsChief Compliance OfficerUnder 5%2021

Frequently asked questions

How much does Valuewealth Services, LLC manage?

Valuewealth Services, LLC reports $242.1 million in regulatory assets under management on its Form ADV.

How many employees does Valuewealth Services, LLC have?

Valuewealth Services, LLC reports 4 employees.

Where is Valuewealth Services, LLC located?

Valuewealth Services, LLC is based in Annapolis, MD and has been SEC-registered since 2019.

Does Valuewealth Services, LLC disclose fund performance?

Valuewealth Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2444 Solomons Island Rd Suite 212, Annapolis, MD 21401
Phone410-286-9230
Office hours9a.m. - 5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$208.6M
Non-discretionary$33.5M
Total (RAUM)$242.1M