Valuewealth Services, LLC

Valuewealth Services, LLC (CRD# 304049) is a financial advisory firm headquartered in Annapolis, MD. They manage $196,905,039 in 292 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
2444 Solomons Island Rd Suite 212, Annapolis, MD 21401
http://www.valuewealthservices.com
By the Numbers
  • Total Assets Under Management
    197
    MILLION
  • Total Number of Accounts
    292
    ACCOUNTS
  • Average Account Value
    $674,332
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, MD, NM, NY, OH, VA

Financial Advisors at Valuewealth Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Troy Cook, financial advisor Annapolis MD
Troy A. Cook
CRD#: 6121171
2444 Solomons Island Rd Suite 212, Annapolis, MD 21401

Troy Cook (CRD# 6121171) is an Investment Advisor Representative working at Valuewealth Services, LLC in Annapolis, MD and has over 6 years of experience in the finance industry.

2
George Buchheister, financial advisor Upper Marlboro MD
George A. Buchheister
CRD#: 3127092
Upper Marlboro, MD

George Buchheister (CRD# 3127092) is an Investment Advisor Representative working at Valuewealth Services, LLC in Upper Marlboro, MD and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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