VALUEWEALTH SERVICES, LLC
CRD #304049 SEC #801-116846 ANNAPOLIS, MD 410-286-9230
SEC Registered
Total AUM
$242.1M
Discretionary
$208.6M
Employees
4
Clients
26
Accounts
262
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $242.1M | $208.6M | $33.5M | 4 | 0 |
| Sep 2025 | $242.1M | $208.6M | $33.5M | 4 | 0 |
| Mar 2025 | $242.1M | $208.6M | $33.5M | 4 | 0 |
| Feb 2025 | $196.9M | $196.9M | $0 | 4 | 0 |
| Dec 2024 | $196.9M | $196.9M | $0 | 4 | 0 |
| Jul 2024 | $196.9M | $196.9M | $0 | 4 | 0 |
| Mar 2024 | $196.9M | $196.9M | $0 | 4 | 0 |
| Oct 2023 | $161.1M | $161.1M | $0 | 4 | 0 |
| Mar 2023 | $161.1M | $161.1M | $0 | 4 | 0 |
| Feb 2022 | $155.3M | $155.3M | $0 | 4 | 0 |
| Sep 2021 | $132.5M | $132.5M | $0 | 4 | 0 |
| Mar 2021 | $132.5M | $132.5M | $0 | 4 | 0 |
| Jul 2020 | $131.9M | $103.1M | $28.8M | 4 | 0 |
| Jun 2020 | $131.9M | $103.1M | $28.8M | 4 | 0 |
| Mar 2020 | $131.9M | $103.1M | $28.8M | 4 | 0 |
| Dec 2019 | $125M | $98M | $27M | 4 | 0 |
| Jul 2019 | $125M | $98M | $27M | 4 | 0 |
| May 2019 | $125M | $98M | $27M | 4 | 0 |
DateNov 2025
Total AUM$242.1M
Discretionary$208.6M
Non-Disc.$33.5M
Employees4
Clients0
DateSep 2025
Total AUM$242.1M
Discretionary$208.6M
Non-Disc.$33.5M
Employees4
Clients0
DateMar 2025
Total AUM$242.1M
Discretionary$208.6M
Non-Disc.$33.5M
Employees4
Clients0
DateFeb 2025
Total AUM$196.9M
Discretionary$196.9M
Non-Disc.$0
Employees4
Clients0
DateDec 2024
Total AUM$196.9M
Discretionary$196.9M
Non-Disc.$0
Employees4
Clients0
DateJul 2024
Total AUM$196.9M
Discretionary$196.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$196.9M
Discretionary$196.9M
Non-Disc.$0
Employees4
Clients0
DateOct 2023
Total AUM$161.1M
Discretionary$161.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$161.1M
Discretionary$161.1M
Non-Disc.$0
Employees4
Clients0
DateFeb 2022
Total AUM$155.3M
Discretionary$155.3M
Non-Disc.$0
Employees4
Clients0
DateSep 2021
Total AUM$132.5M
Discretionary$132.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$132.5M
Discretionary$132.5M
Non-Disc.$0
Employees4
Clients0
DateJul 2020
Total AUM$131.9M
Discretionary$103.1M
Non-Disc.$28.8M
Employees4
Clients0
DateJun 2020
Total AUM$131.9M
Discretionary$103.1M
Non-Disc.$28.8M
Employees4
Clients0
DateMar 2020
Total AUM$131.9M
Discretionary$103.1M
Non-Disc.$28.8M
Employees4
Clients0
DateDec 2019
Total AUM$125M
Discretionary$98M
Non-Disc.$27M
Employees4
Clients0
DateJul 2019
Total AUM$125M
Discretionary$98M
Non-Disc.$27M
Employees4
Clients0
DateMay 2019
Total AUM$125M
Discretionary$98M
Non-Disc.$27M
Employees4
Clients0