Valuewealth Services, Llc
- Regulatory AUM
- $319M
- Discretionary
- $319M
- Clients
- 420
- Avg AUM / client
- $759K
- Accounts
- 1,144
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Jun 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 305 | $122M | 38.3% |
| High net worth individuals | 115 | $197M | 61.7% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Peter Stuart Wyrough | Ceo, Founder, | CFP | Apr 2004 (22y) | 75% or more |
| Williams, Stephanie, Marie | Chief Compliance Officer | Jan 2021 (6y) | Less than 5% | |
| Troy Adam Cook | Registered representative | Sep 2019 (7y) | ||
| George A Buchheister | Registered representative | Oct 2023 (3y) | ||
| John Robert Dixon | Registered representative | Nov 2025 (1y) | ||
| Alexander Mark Baloga | Registered representative | Apr 2026 (0y) | ||
| Rodney Arin Becker | Registered representative | CFP | May 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/22/2026 | 947 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 22, 2026.
View current Form ADV (SEC/IAPD) ↗