1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2VSM WEALTH ADVISORY, LLC

Map pinHUNT VALLEY, MD
Phone410-825-8844
NotebookSEC #801-121412
Total AUM
$677.5M
Employees
6
Clients
613

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11350 MCCORMICK ROAD
EXECUTIVE PLAZA I, SUITE 300
HUNT VALLEY
MD 21031
United States
Operating Hours
9 - 5
Monday - Friday
Phone
410-825-8844
Other Offices
1

ReceiptFinancials

Total AUM
$677.5M
Accounts
1,524
Discretionary
$677.5M
Accounts
1,524
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
176
AUM
$112.7M
HNW Individual Clients
433
AUM
$513.6M
Pension/Profit Sharing Plan Clients
4
AUM
$51.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADEFLILMDMIMNNCNJNYPASCTXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account