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VSM WEALTH ADVISORY, LLC

HUNT VALLEY, MD · CRD 313717 · IAPD ↗ · vs-m.com · 410-825-8844

$677.5MRegulatory AUM
5Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — VSM WEALTH ADVISORY, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2025 — VSM WEALTH ADVISORY, LLC notice-filed in IL, MI, MN, NC, NJ, NY, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — VSM WEALTH ADVISORY, LLC crossed $500M in regulatory AUM ($498.5M -> $587.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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