DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Valuewealth Services, LLC
Latest filing Jun 22, 2026
First filing on the tape May 24, 2019 · 21 filings
SEC status approved since Jun 21, 2019
RAUM
$319M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$319M individuals and HNW
Advisors
6
registered through the firm on IAPD
RAUM per advisor
$53.2M
derived; firm RAUM over IAPD count
Employees
4
4 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
21 filings and snapshots on the tape
RAUM$319M as of Jun 22, 2026
Mar 11, 2020$132M then
HNW client RAUM$197M as of Jun 22, 2026
Mar 11, 2020$80.1M then
State-registered IARs (5.B.3)0 as of Jun 22, 2026
Mar 11, 20200 then
Employees (5.A)4 as of Jun 22, 2026
Mar 11, 20204 then
Private funds: no history
RAUM +32% over the last fiscal year+26% a year over threeIARs 0 to 0offices 0 to 2
Practice profile
derived from the filing of Jun 22, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $53.2MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 70derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.7MderivedHNW RAUM over HNW clients
- Average account
- $278,810derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 0.7derivedItem 5.A over advisors
- Advisors per office
- 2.0derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +32%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- +74%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, educational seminarsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$197M62%
- Individuals$122M38%
- Individual clients
- 305reported
- HNW clients
- 115reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1,144reported
- Financial planning clients
- 26-50reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=2.0derived
Advisors registered through the firm
6 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Peter Stuart WyroughCertified Financial Planner | Edgewater, Md | Aug 30, 2019 | 41 y | 7 |
| Troy Adam Cook | Annapolis, Md | Sep 4, 2019 | 13 y | 4 |
| George A Buchheister | Annapolis, Md | Oct 19, 2023 | 25 y | 1 |
| John Robert Dixon | Winchester, Tn | Nov 25, 2025 | 24 y | 2 |
| Alexander Mark Baloga | Annapolis, Md | Apr 10, 2026 | 10 y | 1 |
| Rodney Arin BeckerCertified Financial Planner | Annapolis, Md | May 26, 2026 | 19 y | 3 |
Advisor movement
0 left, 3 joined in 12 months
net +3 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Rodney Arin Becker from Whipplewood Advisors, LLCMay 26, 2026 · RIA to RIA
- Alexander Mark Baloga from 4j Wealth Management, LLCApr 10, 2026 · RIA to RIA
- John Robert Dixon from Dempsey Lord Smith, LLCNov 25, 2025 · RIA to RIA
- George A Buchheister from Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 19, 2023 · Wirehouse to independent RIA
- Troy Adam Cook from The InstituteSep 4, 2019 · RIA to RIA
- Peter Stuart Wyrough from The InstituteAug 30, 2019 · RIA to RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from The InstituteMar 12, 2020 · Denver, Co
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Stuart Peter Wyrough · Ceo, Founder,controlsince 04/2004 · owns 75% or more
- Marie Stephanie Williams · Chief Compliance Officersince 01/2021 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Annapolis, Md · principal | 6 | 3 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- account count surgeChange between filings · filing Apr 10, 2026accounts (Item 5.F.2.f) moved from 262.0 to 1,144.0 (+337.0%) between the annual amendments of 2025-03-14 and 2026-04-10; the peer median change was +5.0% (3688 comparable advisers, 100.0th percentile of changes)peers: independent wealth managers, $100M to $500M (3,688) · 100% percentile
- client count surgeChange between filings · filing Apr 10, 2026individual and HNW clients (Item 5.D) moved from 242.0 to 420.0 (+74.0%) between the annual amendments of 2025-03-14 and 2026-04-10; the peer median change was +3.0% (3310 comparable advisers, 98.0th percentile of changes)peers: independent wealth managers, $100M to $500M (3,310) · 98% percentile
What changed
consecutive filings, newest first
- Other offices · 0 to 2Apr 10, 2026 to May 27, 2026
- Accounts · 262 to 1,144Nov 25, 2025 to Mar 25, 2026
- HNW clients · 66 to 115Nov 25, 2025 to Mar 25, 2026
- Individual clients · 176 to 305Nov 25, 2025 to Mar 25, 2026
- Discretionary RAUM · $209M to $319MNov 25, 2025 to Mar 25, 2026
- HNW RAUM · $120M to $197MNov 25, 2025 to Mar 25, 2026
- Individual RAUM · $122M to $122MNov 25, 2025 to Mar 25, 2026
- Non-discretionary RAUM · $33.5M to $0Nov 25, 2025 to Mar 25, 2026
- RAUM · $242M to $319MNov 25, 2025 to Mar 25, 2026
- Advisory employees · 3 to 4Mar 14, 2025 to Nov 25, 2025
- Accounts · 292 to 262Feb 4, 2025 to Mar 14, 2025
- HNW clients · 65 to 66Feb 4, 2025 to Mar 14, 2025
- Individual clients · 227 to 176Feb 4, 2025 to Mar 14, 2025
- Financial planning clients · 26-50 to 26-50Feb 4, 2025 to Mar 14, 2025
- Discretionary RAUM · $197M to $209MFeb 4, 2025 to Mar 14, 2025
- Individual RAUM · $76.8M to $122MFeb 4, 2025 to Mar 14, 2025
- Non-discretionary RAUM · $0 to $33.5MFeb 4, 2025 to Mar 14, 2025
- RAUM · $197M to $242MFeb 4, 2025 to Mar 14, 2025
- Accounts · 331 to 292Oct 23, 2023 to Mar 27, 2024
- Discretionary RAUM · $161M to $197MOct 23, 2023 to Mar 27, 2024
- HNW RAUM · $98.4M to $120MOct 23, 2023 to Mar 27, 2024
- Individual RAUM · $62.8M to $76.8MOct 23, 2023 to Mar 27, 2024
- RAUM · $161M to $197MOct 23, 2023 to Mar 27, 2024
- Accounts · 292 to 331Feb 17, 2022 to Mar 3, 2023
- HNW clients · 59 to 65Feb 17, 2022 to Mar 3, 2023
- Individual clients · 233 to 227Feb 17, 2022 to Mar 3, 2023
- Discretionary RAUM · $155M to $161MFeb 17, 2022 to Mar 3, 2023
- HNW RAUM · $93.2M to $98.4MFeb 17, 2022 to Mar 3, 2023
- Individual RAUM · $62.1M to $62.8MFeb 17, 2022 to Mar 3, 2023
- RAUM · $155M to $161MFeb 17, 2022 to Mar 3, 2023
- Accounts · 389 to 292Sep 1, 2021 to Feb 17, 2022
- HNW clients · 69 to 59Sep 1, 2021 to Feb 17, 2022
- Individual clients · 320 to 233Sep 1, 2021 to Feb 17, 2022
- Discretionary RAUM · $133M to $155MSep 1, 2021 to Feb 17, 2022
- HNW RAUM · $80.7M to $93.2MSep 1, 2021 to Feb 17, 2022
- Individual RAUM · $51.8M to $62.1MSep 1, 2021 to Feb 17, 2022
- RAUM · $133M to $155MSep 1, 2021 to Feb 17, 2022
- Accounts · 584 to 389Jul 27, 2020 to Mar 19, 2021
- HNW clients · 49 to 69Jul 27, 2020 to Mar 19, 2021
- Individual clients · 535 to 320Jul 27, 2020 to Mar 19, 2021
Signals
1 dated events
- Valuewealth Services, Llc filed its initial SEC registration (Form ADV)May 24, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 410-286-9230reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 410-286-9233reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 800-517-9230reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- valuewealthservices.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 410-286-9230reportedpublic record, Form ADV, Jun 22, 2026
- Team page
- valuewealthservices.com/our-teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $53.2Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026