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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does ValueWealth Services offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does ValueWealth Services charge?","answer":"ValueWealth Services charges up to 1.95% a year for its Investment Supervisory Services. The fee is billed in advance and is negotiable.","source":"2A BROCHURE VALUEWEALTH 5.26.26, filed 27 May 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"How many financial advisors does ValueWealth Services have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does ValueWealth Services invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns ValueWealth Services?","answer":"ValueWealth Services’ direct owner is Peter Wyrough (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 18 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does ValueWealth Services get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is ValueWealth Services registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact ValueWealth Services?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 18 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}