Valuewealth Services, LLC
Valuewealth Services, LLC (CRD# 304049) is a financial advisory firm headquartered in Annapolis, MD. They manage $196,905,039 in 292 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management197MILLION
-
Total Number of Accounts292ACCOUNTS
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Average Account Value$674,332
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, MD, NM, NY, OH, VA
Financial Advisors at Valuewealth Services, LLC
1
Troy Cook (CRD# 6121171) is an Investment Advisor Representative working at Valuewealth Services, LLC in Annapolis, MD and has over 7 years of experience in the finance industry.
2
George Buchheister (CRD# 3127092) is an Investment Advisor Representative working at Valuewealth Services, LLC in Upper Marlboro, MD and has over 23 years of experience in the finance industry.
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