The VSM WEALTH ADVISORY is a privately held investment adviser that advises $677.52mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. VSM WEALTH ADVISORY is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 70.55% over the last 5-years.
The Group has been registered with the SEC for 5.24 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 11350 MCCORMICK ROAD EXECUTIVE PLAZA I, SUITE 300, HUNT VALLEY, MARYLAND. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 6 employees comprised of 5 investment and 1 non-investment staff. The total number of Employees remained the same over the last few years.
Their $677.52mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 4 other accounts. Assets of High Net Worth Individuals clients own $513.57mn or 75.8% of Total Assets and Individuals own $112.73mn or 16.64% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
VSM WEALTH ADVISORY names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.