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VALUEWORKS, LLC

NEW YORK CITY, NY · CRD 116850 · IAPD ↗ · 212-819-1818

$577.3MRegulatory AUM
3Advisory reps
6Employees
0Clients
n/aPlanning clients
1Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
May 2026 — VALUEWORKS, LLC crossed $500M in regulatory AUM ($429.4M -> $577.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
65
May 2025 — VALUEWORKS, LLC reported RAUM up 38% ($312.0M -> $429.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2025 — VALUEWORKS, LLC now reports custody of client assets ($193.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.