← Tributary

VALUEWEALTH SERVICES, LLC

ANNAPOLIS, MD · CRD 304049 · IAPD ↗ · valuewealthservices.com · 410-286-9230

$319.0MRegulatory AUM
4Advisory reps
4Employees
0Clients
26-50Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
June 2026 — VALUEWEALTH SERVICES, LLC notice-filed in CO, IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
June 2026 — VALUEWEALTH SERVICES, LLC added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
April 2026 — VALUEWEALTH SERVICES, LLC reported RAUM up 32% ($242.1M -> $319.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
48
December 2025 — VALUEWEALTH SERVICES, LLC notice-filed in GA, MS, NC, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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