Valuewealth Services, LLC

Overview

Valuewealth Services, LLC is an independent RIA organized as an LLC and registered with the SEC in 2019. Ownership is held by an individual. The firm focuses on advising individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. It also operates as an insurance broker, which dovetails with its use of annuity products in client portfolios. The firm’s fee model includes percentage-of-AUM billing as well as hourly and fixed-fee arrangements, reflecting a mix of ongoing asset management and stand-alone planning or project work. Valuewealth is not flagged as an active ESG investor and is not identified as a capital allocator; its model appears to be implementation-centric rather than running proprietary alternative funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices