Home
Financial Advisor
Maryland
Annapolis
VALUEWEALTH SERVICES, LLC

VALUEWEALTH SERVICES, LLC

Tel: 410-286-9230 2444 Solomons Island Rd Suite 212 Annapolis, Maryland 21401

About VALUEWEALTH SERVICES, LLC

VALUEWEALTH SERVICES, LLC is a Annapolis, Maryland based financial advisory firm with nearly $196,905,039 in assets under management and provides investment advisory services for 292 clients. There are currently 4 financial advisors at the firm.

General Information
Firm CRD#:

304049

Firm SEC#:

801-116846

Assets Under Management:

$196,905,039

No. of Clients:

292

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Maryland?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Maryland, Annapolis

FirmCRD#:322689
SEC#:801-128609
No. of Advisors:228
No. of Clients:13
AUM:$9,223,485,500
FirmCRD#:310534
SEC#:801-119442
No. of Advisors:5
No. of Clients:974
AUM:$382,988,422
FirmCRD#:144571
SEC#:801-68167
No. of Advisors:5
No. of Clients:420
AUM:$359,090,832
FirmCRD#:328178
SEC#:801-128998
No. of Advisors:10
No. of Clients:1044
AUM:$330,681,038
FirmCRD#:115948
SEC#:801-60941
No. of Advisors:4
No. of Clients:687
AUM:$273,167,944
FirmCRD#:106658
SEC#:801-48299
No. of Advisors:2
No. of Clients:105
AUM:$261,058,430
FirmCRD#:309051
SEC#:801-125758
No. of Advisors:6
No. of Clients:1063
AUM:$250,387,823
FirmCRD#:121534
SEC#:801-62679
No. of Advisors:8
No. of Clients:633
AUM:$228,387,456
FirmCRD#:117474
SEC#:801-111762
No. of Advisors:4
No. of Clients:398
AUM:$208,429,251
FirmCRD#:291678
SEC#:801-112282
No. of Advisors:3
No. of Clients:666
AUM:$198,776,808
FirmCRD#:326810
SEC#:801-128186
No. of Advisors:4
No. of Clients:948
AUM:$148,883,390
FirmCRD#:325950
SEC#:801-130784
No. of Advisors:13
No. of Clients:596
AUM:$101,644,822
FirmCRD#:283715
SEC#:801-117791
No. of Advisors:6
No. of Clients:Not Disclosed
AUM:$0

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.
Home
FAQs
Advisor Program
Affiliate Program
Privacy Policy
Terms & Conditions
Disclosure
© Copyright 2026 WiserAdvisor.com. All Rights Reserved.