ValueWealth Services, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$242,143,293
Total clients
242
27% high-net worth
Total advisors
4
of 4 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
61
Average account size
$1,000,592
About
ValueWealth Services, LLC provides discretionary portfolio management, financial planning and institutional consulting to individuals, high‑net‑worth clients and select institutional accounts, managing about $242 million in discretionary assets. The firm constructs individualized investment plans and implements portfolios using mutual funds, individual equities, ETFs/ETNs, structured notes and options as appropriate to client goals and risk tolerances.
The firm’s investment process combines fundamental, technical and cyclical analysis and employs a multi‑factor model that considers market valuation, interest rates, price trends and investor sentiment; it may use short‑term trading, margin, short sales and options strategies for suitable clients. ValueWealth typically operates under discretionary authority, conducts at least annual account reviews, and offers stand‑alone financial planning and consultation services such as portfolio reviews, debt analysis and college‑savings research.
Noteworthy differences from many peers include advisory personnel engaging in broker/dealer/insurance activities and the firm’s receipt of outside compensation for sales and management of products including annuities, which creates ancillary brokerage/insurance relationships beyond pure advisory work. The brochure also highlights the firm’s role as a sub‑advisor to other advisors and its use of solicitor relationships with a tax advisory firm for client introductions, indicating a broader set of service and business arrangements than is typical for similarly sized team firms.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Fee options
Financial planning fixed fees up to $5,000; may charge flat fees for client and portfolio consultation
Maximum annual fee 1.95%, negotiable, paid monthly or quarterly in advance
Receives compensation from sales charges or service fees from sales of annuities
Hourly financial planning/consultation fees from $150 to $500 per hour
Fee-only: Financial planning and consultation fees up to $5,000 fixed fee and/or $150 to $500 hourly rate, negotiable
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
ValueWealth Services, LLC
2444 Solomons Island Rd Suite 212
Annapolis MD 21401, United States
Number of offices
1
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