Valuewealth Services, LLC
● SEC registered since 2019CRD 304049SEC# 801-116846Annapolis, MD
Reg. AUM
$319M
Employees
4
Accounts
1,144
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 $319 million in regulatory assets under management and employs 4 people.
Valuewealth Services, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Peter Stuart Wyrough Control | Ceo, Founder, | Over 75% | 2004 |
| Stephanie Marie Williams | Chief Compliance Officer | Under 5% | 2021 |
Frequently asked questions
How much does Valuewealth Services, LLC manage?
Valuewealth Services, LLC reports $319 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
| Address | 2444 Solomons Island Rd Suite 212, Annapolis, MD 21401 |
| Phone | 410-286-9230 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$319M▲ 62%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$319Mregulatory AUM
Discretionary $319M