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VSM Wealth Advisory, LLC

Headquartered in HUNT VALLEY, MD

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Firm Information

VSM Wealth Advisory, LLC is a Registered Investment Advisor based in HUNT VALLEY, MD, with approximately $498,453,140 in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. VSM Wealth Advisory, LLC has 5 investment adviser representatives and manages 564 client accounts.

VSM Wealth Advisory, LLC

11350 MCCORMICK ROAD

HUNT VALLEY, MD 21031

$498.45M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

VSM WEALTH ADVISORY, LLC has a total of 1 branch locations across the country.
location

HUNT VALLEY, MD

Advisors at VSM Wealth Advisory, LLC

View All 5 Advisors
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Robert Frank Mewshaw

RA

HUNT VALLEY, MD

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Bryan Michael Thaler

RA

HUNT VALLEY, MD

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Fred Cregan Hill

RA

HUNT VALLEY, MD

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Unclaimed
Alexander Falk Barron

RA

HUNT VALLEY, MD

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Christopher James Blair

CFP®, RA

HUNT VALLEY, MD

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Disclosures

There are no public disclosures for VSM Wealth Advisory, LLC.

Frequently Asked Questions (10)

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