VALUEWEALTH SERVICES, LLC

VALUEWEALTH SERVICES, LLC of ANNAPOLIS, MD is an SEC-registered investment adviser (CRD 304049). Regulatory assets under management: $319.0M.

Registration

• CRD: 304049
• SEC file number: 801-116846
• Type: Registered investment adviser
• Location: 2444 SOLOMONS ISLAND RD SUITE 212, ANNAPOLIS, MD, 21401
• Phone: 410-286-9230
• Latest filing: 2026-06-22
• Regulatory AUM: $319.0M
• Discretionary AUM: $319.0M
• Clients: 4
• Accounts: 1,144

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304049 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search