Overview

Assets Under Management: $242 million
Headquarters: ANNAPOLIS, MD
High-Net-Worth Clients: 66
Average Client Assets: $2 million

Frequently Asked Questions

VALUEWEALTH SERVICES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.

Yes. As an SEC-registered investment advisor (CRD #304049), VALUEWEALTH SERVICES, LLC is subject to fiduciary duty under federal law.

VALUEWEALTH SERVICES, LLC is headquartered in ANNAPOLIS, MD.

VALUEWEALTH SERVICES, LLC serves 66 high-net-worth clients according to their SEC filing dated November 25, 2025. View client details ↓

According to their SEC Form ADV, VALUEWEALTH SERVICES, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓

VALUEWEALTH SERVICES, LLC manages $242 million in client assets according to their SEC filing dated November 25, 2025.

According to their SEC Form ADV, VALUEWEALTH SERVICES, LLC serves high-net-worth individuals. View client details ↓

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars

Clients

Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.60
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 262
Discretionary Accounts: 241
Non-Discretionary Accounts: 21

Regulatory Filings

CRD Number: 304049
Filing ID: 2029257
Last Filing Date: 2025-11-25 09:48:18
Website: 0

Form ADV Documents

Primary Brochure: 2B BROCHURE DIXON 11.25 (2025-11-25)

View Document Text
This brochure supplement provides information about John Dixon CRD 18350191 that supplements the ValueWealth Services, LLC brochure. You should have received a copy of that brochure. Please contact ValueWealth Services, LLC if you did not receive the ValueWealth Services, LLC brochure or if you have any questions about the contents of this supplement. Additional information about John Dixon is also available on the SEC’s website at www.adviserinfo.sec.gov ValueWealth Services, LLC Form ADV Part 2B – Individual Disclosure Brochure for John Robert Dixon CRD 1835019 Investment Adviser Representative 2444 Solomons Island Road Suite 212 Annapolis, MD 21401 (410) 286-9230 Version Date: 11/20/2025 Item 2: Educational Background and Business Experience Name: John Robert Dixon Born: August 1960 Education Background and Professional Designations: 1985 Middle Tennessee State, BS, Agri-Business Business Background: 11/2025 - Present ValueWealth Services, LLC Financial Advisor 07/2022 – 11/2025 Dempsey Lord Smith, LLC Financial Advisor 07/2020 – 07/2023 04/2009 – 03/2021 Optimal Santa GA, LLC Cosey Financial Services Partner Administrator 01/2002 – 03/2021 Joseph Financial Services Sole Proprietor Item 3: Disciplinary Information Mr. John Dixon has no legal or disciplinary events that are material to a client’s or prospective client’s evaluation of this advisory business. Item 4: Other Business Activities Mr. Dixon is dedicated to the investment advisory activities of ValueWealth Services, LLC. He also is an independent insurance agent for multiple insurance companies. In this role Mr. Dixon transacts in insurance products including annuities, life, disability and long-term care products. He spends approximately 10 hours a week in this endeavor. Lastly, Mr. Dixon is half owner of a family farm that maintains bee keeping, hay and chickens. He spends approximately 10 hours a week in this endeavor, and it is not investment related Item 5: Additional Compensation Mr. Dixon does not receive additional compensation other than what is listed above in item 4. Item 6: Supervision As a representative of VALUEWEALTH SERVICES, LLC, Mr. John Dixon’s activities are supervised and monitored by the President and/or Chief Compliance Officer of VALUEWEALTH SERVICES, LLC. This supervision includes monitoring communications with clients, review of client account activity, review and approval of new client agreements, and training and guidance on appropriate advice and recommendations provided to clients. Mr. John Dixon’s supervisor’s contact information is on the cover page of this disclosure document.