# Valuewealth Services, LLC

> Valuewealth Services, LLC is an SEC-registered investment advisory firm in Annapolis, MD, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 18, 2026.

- CRD: 304049
- Filed as: VALUEWEALTH SERVICES, LLC
- Also doing business as: VALUEWEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Annapolis, MD
- Filing period: October 2026
- Form ADV filing dated: September 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304049
- AdvisorCensus page: https://advisorcensus.com/firm/valuewealth-services-llc-annapolis-md-304049

## Quick answers

**How is Valuewealth Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Valuewealth Services, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Valuewealth Services, LLC located?**
Valuewealth Services, LLC's principal office is in Annapolis, MD, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Valuewealth Services, LLC registered with the SEC or a state?**
Valuewealth Services, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 304049.

**How much does Valuewealth Services, LLC manage?**
Valuewealth Services, LLC reports $318,958,490 in regulatory assets under management in its Form ADV filing dated September 18, 2026 (100% discretionary).

**How have Valuewealth Services, LLC's assets and staff changed since 2021?**
In the Form ADV data for Valuewealth Services, LLC: Regulatory assets under management: $132,503,254 in the October 2021 data and $318,958,490 in the October 2026 data, up 141%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Valuewealth Services, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (305); high net worth individuals (115).

**Does Valuewealth Services, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/304049

**What changed in Valuewealth Services, LLC's recent Form ADV filings?**
In the June 2026 filing data: Added an office in Denver, CO. Added an office in Winchester, TN. Registered or notice-filed in CO, IL.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $318,958,490
- Discretionary: $318,958,490
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 305 | $122,016,005 |
| High net worth individuals | 115 | $196,942,485 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2019 (7 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, GA, IL, MD, MS, NC, NM, NY, OH, TN, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Denver, CO
- Winchester, TN

### Websites listed on Form ADV (Item 1.I)
- valuewealthservices.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $132,503,254 | 4 | September 1, 2021 |
| October 2022 | $155,260,537 | 4 | February 17, 2022 |
| October 2023 | $161,145,674 | 4 | March 3, 2023 |
| October 2024 | $196,905,039 | 4 | July 25, 2024 |
| October 2025 | $242,143,293 | 4 | March 14, 2025 |
| October 2026 | $318,958,490 | 4 | September 18, 2026 |

Regulatory assets under management: $132,503,254 in the October 2021 data and $318,958,490 in the October 2026 data, up 141%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Added an office in Denver, CO.
- Added an office in Winchester, TN.
- Registered or notice-filed in CO, IL.

### April 2026
- Regulatory assets under management went from $242,143,293 to $318,958,490 (+32%).

### December 2025
- Employees performing advisory functions went from 3 to 4.
- Registered or notice-filed in GA, MS, NC, TN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Valuewealth Services, LLC (CRD 304049): Form ADV filing data as of October 2026.