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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

VALUEWEALTH SERVICES, LLC

CRD 304049

ANNAPOLIS, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f868d91f-5ca0-07a1-cf4e-4447ba2b4f41

Data as of Sep 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: May 24, 2019 to Sep 18, 2026
22 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=2.0
Regulatory AUM: $319MItem 5.F on the latest filing (2026-09-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $319M
Private client RAUM: $319MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $53.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 4
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 1,144
Individual clients: 305
High net worth clients: 115
SEC number: 801-116846
CRD: 304049
Filings on the tape: 22
First filed: May 24, 2019
Latest filed: Sep 18, 2026
Organised: Limited Liability Company, MD
Website: valuewealthservices.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
PETER STUART WYROUGH	Certified Financial Planner	Edgewater, MD \| ANNAPOLIS, MD \| Annapolis, MD \| LUTZ, FL	7	41	7	yes
TROY ADAM COOK	n/a	ANNAPOLIS, MD	7	13	4	yes
GEORGE A BUCHHEISTER	n/a	ANNAPOLIS, MD \| Upper Marlboro, MD	2	25	1	no
JOHN ROBERT DIXON	n/a	Winchester, TN \| ANNAPOLIS, MD	0	24	2	no
Alexander Mark Baloga	n/a	ANNAPOLIS, MD	0	10	1	no
RODNEY ARIN BECKER	Certified Financial Planner	ANNAPOLIS, MD \| Denver, CO	0	19	3	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
WYROUGH, PETER, STUART	CEO, FOUNDER,	E	yes	04/2004	May 24, 2019	Dec 9, 2024
WILLIAMS, STEPHANIE, MARIE	CHIEF COMPLIANCE OFFICER	Na	no	01/2021	Mar 19, 2021	Dec 9, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 7 of 9

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Apr 10, 2026	$319M	$319M	4	4	n/a	n/a
2024	Mar 14, 2025	$242M	$209M	4	3	n/a	n/a
2023	Mar 27, 2024	$197M	$197M	4	3	n/a	n/a
2022	Mar 3, 2023	$161M	$161M	4	3	n/a	n/a
2021	Feb 17, 2022	$155M	$155M	4	3	n/a	n/a
2020	Mar 19, 2021	$133M	$133M	4	3	n/a	n/a
2019	Mar 11, 2020	$132M	$103M	4	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
3	0	3	0.0%	0	0	0	4	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$319M	$242M	31.7%	$161M	25.6%	4	4	2	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
THE INSTITUTE	2	Mar 12, 2020	Sep 4, 2019	DENVER, CO	Team lift out	RIA to RIA	14.3%

Relationships

Registered with (6)

← RODNEY ARIN BECKERAdvisorregistration: current employment
May 26, 2026 to presentfactForm ADV
← Alexander Mark BalogaAdvisorregistration: current employment
Apr 10, 2026 to presentfactForm ADV
← JOHN ROBERT DIXONAdvisorregistration: current employment
Nov 25, 2025 to presentfactForm ADV
← GEORGE A BUCHHEISTERAdvisorregistration: current employment
Oct 19, 2023 to presentfactForm ADV
← TROY ADAM COOKAdvisorregistration: current employment
Sep 4, 2019 to presentfactForm ADV
← PETER STUART WYROUGHAdvisorregistration: current employment
Aug 30, 2019 to presentfactForm ADV

Controls (1)

← WYROUGH, PETER, STUARTOwnerCEO, FOUNDER,, ownership code E, individual
May 24, 2019 to Dec 9, 2024factForm ADV

Owns (1)

← WILLIAMS, STEPHANIE, MARIEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 19, 2021 to Dec 9, 2024factForm ADV

Moved with (1)

← THE INSTITUTERegistered adviser2 advisors, team lift out, same day
Mar 12, 2020 to Sep 4, 2019factForm ADV

Dated events

Occurred
May 24, 2019
First Form ADV filing
Valuewealth Services, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f868d91f-5ca0-07a1-cf4e-4447ba2b4f41
First observed: May 24, 2019
Last observed: Sep 18, 2026 2 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

VALUEWEALTH SERVICES, LLC

CRD 304049

ANNAPOLIS, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f868d91f-5ca0-07a1-cf4e-4447ba2b4f41

Data as of Sep 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:45 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

PETER STUART WYROUGH

Certified Financial Planner

Edgewater, MD | ANNAPOLIS, MD | Annapolis, MD | LUTZ, FL

yes

TROY ADAM COOK

n/a

ANNAPOLIS, MD

yes

GEORGE A BUCHHEISTER

n/a

ANNAPOLIS, MD | Upper Marlboro, MD

JOHN ROBERT DIXON

n/a

Winchester, TN | ANNAPOLIS, MD

Alexander Mark Baloga

n/a

ANNAPOLIS, MD

RODNEY ARIN BECKER

Certified Financial Planner

ANNAPOLIS, MD | Denver, CO

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

WYROUGH, PETER, STUART

CEO, FOUNDER,

yes

04/2004

May 24, 2019

Dec 9, 2024

WILLIAMS, STEPHANIE, MARIE

CHIEF COMPLIANCE OFFICER

01/2021

Mar 19, 2021

Dec 9, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 10, 2026

$319M

n/a

2024

Mar 14, 2025

$242M

$209M

n/a

2023

Mar 27, 2024

$197M

n/a

2022

Mar 3, 2023

$161M

n/a

2021

Feb 17, 2022

$155M

n/a

2020

Mar 19, 2021

$133M

n/a

2019

Mar 11, 2020

$132M

$103M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$319M

$242M

31.7%

$161M

25.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

THE INSTITUTE

Mar 12, 2020

Sep 4, 2019

DENVER, CO

Team lift out

RIA to RIA

14.3%