Valuewealth Services, LLC

CRD 304049 · Annapolis, MD · $319.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 304049
SEC number: 801-116846
Firm type: RIA
Assets under management: $319.0M as of Jun 22, 2026
Website: www.valuewealthservices.com ↗
Phone: 410-286-9230
Address: 2444 Solomons Island Rd Suite 212, Annapolis, MD, 21401

Advisors at this firm

5 in our index · page 1 of 1

Rodney Arin BeckerCRD 5199495 · Denver, CO

IA RegisteredBroker

Disclosure event(s) on record
George A BuchheisterCRD 3127092 · Upper Marlboro, MD

IA Registered
Alexander Mark BalogaCRD 7996463 · Annapolis, MD

IA Registered
Troy Adam CookCRD 6121171 · Annapolis, MD

IA RegisteredBroker
John Robert DixonCRD 1835019 · Winchester, TN

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 304049 ↗ FINRA BrokerCheck record for firm CRD 304049 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.