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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-21-2019
- Office Locations
- 4
Office Locations
About Valuewealth Services, LLC
ValueWealth Services is an independent wealth management and financial planning firm in Annapolis, MD providing investment management alongside tax, estate, and generational wealth planning. The team works with individuals and families building or enjoying wealth, plus business owners and foundations, including retirement plan and risk/insurance guidance. Notable focus includes tax-efficient strategies such as 1031 real estate planning and access to institutional real estate funds, led by founder and CFP Peter Wyrough.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PETER STUART WYROUGH
Advisor, Chief Executive Officer, FOUNDER
- CRD
- #1291706
- Ownership
- 75% or more
STEPHANIE MARIE WILLIAMS
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Alexander Mark Baloga
Financial Planner & Investment Advisor Rep
- CRD
- #7996463
RODNEY ARIN BECKER
Senior Vice President
- CRD
- #5199495
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $318,958,490 | $278,810 |
| Non-Discretionary | $0 | -- |
| Total | $318,958,490 | $278,810 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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