Overview
Assets Under Management: $587 million
Headquarters: HUNT VALLEY, MD
High-Net-Worth Clients: 187
Average Client Assets: $2 million
Frequently Asked Questions
VSM WEALTH ADVISORY, 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 #313717), VSM WEALTH ADVISORY, LLC is subject to fiduciary duty under federal law.
VSM WEALTH ADVISORY, LLC is headquartered in HUNT VALLEY, MD.
VSM WEALTH ADVISORY, LLC serves 187 high-net-worth clients according to their SEC filing dated March 27, 2025. View client details ↓
According to their SEC Form ADV, VSM WEALTH ADVISORY, LLC offers portfolio management for individuals. View all service details ↓
VSM WEALTH ADVISORY, LLC manages $587 million in client assets according to their SEC filing dated March 27, 2025.
According to their SEC Form ADV, VSM WEALTH ADVISORY, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 187
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.57
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 624
Discretionary Accounts: 624
Regulatory Filings
CRD Number: 313717
Filing ID: 1967520
Last Filing Date: 2025-03-27 14:34:00
Website: https://vs-m.com