HUNT VALLEY, MDCRD 313717Latest ADV March 30, 2026
Vsm Wealth Advisory, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hunt Valley, MD. Its latest Form ADV filing, dated March 30, 2026, reports $678M in regulatory assets under management, 6 employees, 1 office, and 1,524 accounts.
Assets Under Management
$678M
Employees
6
Offices
1 office
Total Clients
613
Primary office
HUNT VALLEY, MD
11350 MCCORMICK ROAD, EXECUTIVE PLAZA I, SUITE 300, HUNT VALLEY, MD, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 70.6% of total clients.
Top client categories% of clientsClients
1
HNWI
70.6%
433
2
Individuals
28.7%
176
3
Pension Plans
0.7%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$678Mas of March 30, 2026
Discretionary100.0%
$678M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$678M
Total Accounts1,524
10Y AUM Change+$280M (+70.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee102:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.