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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Maryland
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WILLIAMS, STEPHANIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| WILLIAMS, STEPHANIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| WILLIAMS, STEPHANIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| WILLIAMS, STEPHANIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| WILLIAMS, STEPHANIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| WILLIAMS, STEPHANIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| WILLIAMS, STEPHANIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| WILLIAMS, STEPHANIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| WILLIAMS, STEPHANIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| WILLIAMS, STEPHANIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| WILLIAMS, STEPHANIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| WILLIAMS, STEPHANIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| WYROUGH, PETER, STUART | I | CEO, FOUNDER, CCO | E | Control |
| WYROUGH, PETER, STUART | I | CEO, FOUNDER, CCO | E | Control |
| WYROUGH, PETER, STUART | I | CEO, FOUNDER, CCO | E | Control |
| WYROUGH, PETER, STUART | I | CEO, FOUNDER, CCO | E | Control |
| WYROUGH, PETER, STUART | I | CEO, FOUNDER, CCO | E | Control |
| WYROUGH, PETER, STUART | I | CEO, FOUNDER, CCO | E | Control |
| WYROUGH, PETER, STUART | I | CEO, FOUNDER, | E | Control |
| WYROUGH, PETER, STUART | I | CEO, FOUNDER, | E | Control |
| WYROUGH, PETER, STUART | I | CEO, FOUNDER, | E | Control |
| WYROUGH, PETER, STUART | I | CEO, FOUNDER, | E | Control |
| WYROUGH, PETER, STUART | I | CEO, FOUNDER, | E | Control |
| WYROUGH, PETER, STUART | I | CEO, FOUNDER, | E | Control |
| WYROUGH, PETER, STUART | I | CEO, FOUNDER, | E | Control |
| WYROUGH, PETER, STUART | I | CEO, FOUNDER, | E | Control |
| WYROUGH, PETER, STUART | I | CEO, FOUNDER, | E | Control |
| WYROUGH, PETER, STUART | I | CEO, FOUNDER, | E | Control |
| WYROUGH, PETER, STUART | I | CEO, FOUNDER, | E | Control |
| WYROUGH, PETER, STUART | I | CEO, FOUNDER, | E | Control |
Registrations
Federal
IA
Nov 25, 2025 REGISTERED
Notice Filings (11)
CA FL GA MD MS NC NM NY OH TN VA
Address
2444 SOLOMONS ISLAND RD SUITE 212ANNAPOLIS, MD 21401
United States
Phone: 410-286-9230