ValueWealth Services provides financial planning, portfolio management for individuals and small businesses, and educational seminars. Financial planning was provided to 26–50 clients last fiscal year.
ValueWealth Services reports 420 clients. They include 305 individual clients and 115 high-net-worth individuals. Of its assets, 100.0% ($319M across 1,144 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 73% | 38% |
| High-net-worth individuals | 27% | 62% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 305 | $122M | 38.3% | $400K |
| High-net-worth individuals | 115 | $197M | 61.7% | $1.71M |
| Total | 420 | $319M | 100% | $759K |
- Clients
- 305
- Regulatory AUM
- $122M
- AUM share
- 38.3%
- Avg. per client
- $400K
- Clients
- 115
- Regulatory AUM
- $197M
- AUM share
- 61.7%
- Avg. per client
- $1.71M
Total
- Clients
- 420
- Regulatory AUM
- $319M
- AUM share
- 100%
- Avg. per client
- $759K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
ValueWealth Services charges up to 1.95% a year for its Investment Supervisory Services. The fee is billed in advance and is negotiable.
Fee details and sources
Peter Wyrough owns 75% or more of ValueWealth Services. The leadership team of ValueWealth Services includes Chief Compliance Officer Stephanie Williams. It has 4 employees.
Leadership
- Stephanie WilliamsChief Compliance Officer
- Peter WyroughCEO, Founder
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
- Alexander Mark Baloga
- Rodney Arin Becker
- George A Buchheister
- Troy Adam Cook
- John Robert Dixon
- Peter Stuart Wyrough
Staff
- 4 employees
- 4 in advisory functions
- 2 broker-dealer reps
- 4 insurance agents
- 1 soliciting firm
- Owns 75% or more of Valuewealth Services, LLC
Peter Wyrough
Control person · since April 2004
ValueWealth Services’ regulatory assets grew 2.4× from $133M (March 2021) to $319M (September 2026); clients rose from 389 to 420 and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $319M | 420 | 4 | 3 |
| March 2025 | $242M | 242 | 4 | 1 |
| July 2024 | $197M | 292 | 4 | 1 |
| March 2023 | $161M | 292 | 4 | 1 |
| February 2022 | $155M | 292 | 4 | 1 |
| March 2021 | $133M | 389 | 4 | 1 |
Besides its headquarters, ValueWealth Services has 2 offices, with 3 listed addresses in Colorado, Maryland and Tennessee.
Colorado · 1 listed address
- 7535 E Hampden Avenue, Denver
Maryland · 1 listed address
- 2444 Solomons Island RD Suite 212, AnnapolisHQ
Tennessee · 1 listed address
- 1074 Water Tank Road, Winchester
Other business names
ValueWealth Services has reported 1 other business name to the SEC.
- Valuewealth
Contact and registration details
- Legal name
- Valuewealth Services, LLC
- Headquarters
- 2444 Solomons Island RD Suite 212, Annapolis, MD 21401
- Website
- valuewealthservices.com
- Phone
- 410-286-9230
- SEC file
- 801-116846
- Founded
- 2004
- Structure
- Maryland LLC
- Fiscal year end
- December
ValueWealth Services does not have custody of client assets.
At year end, ValueWealth Services’ separately managed accounts were mostly in stocks (81%).
What the accounts hold
- Stocks81%
- Bonds7%
- Investment grade corporate bonds5%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash6%
- Other7%
- Certificates of deposit6%
- Derivatives1%
How many clients does ValueWealth Services have?
ValueWealth Services has 420 clients and manages $319 million for them, as of September 2026. They include 305 individual clients and 115 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 September 2026
What services does ValueWealth Services offer?
ValueWealth Services provides financial planning, portfolio management for individuals and small businesses, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does ValueWealth Services charge?
ValueWealth Services charges up to 1.95% a year for its Investment Supervisory Services. The fee is billed in advance and is negotiable.
How many financial advisors does ValueWealth Services have?
ValueWealth Services has 0 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does ValueWealth Services invest in?
At the end of its last fiscal year, ValueWealth Services’ separately managed accounts held 81% exchange-traded equities, 6% cash and equivalents, 6% other, 5% investment grade corporate bonds, 1% U.S. government and agency bonds, 1% state and local bonds and 1% derivatives. The 6% other category is described as: Certificates of Deposit.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns ValueWealth Services?
ValueWealth Services’ direct owner is Peter Wyrough (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 18 September 2026
How does ValueWealth Services get paid?
ValueWealth Services is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is ValueWealth Services registered with the SEC?
Yes, ValueWealth Services has been registered with the SEC as an investment adviser since 21 June 2019. Its CRD number is 304049 and its SEC file number is 801-116846.
Source: Form ADV Part 1A, Item 1, filed 18 September 2026; IAPD firm record
How do I contact ValueWealth Services?
ValueWealth Services’ main office is at 2444 Solomons Island RD Suite 212, Annapolis, MD 21401. Its phone number is 410-286-9230. Its website is valuewealthservices.com.