Insights

High-Net-Worth Clients VSM Wealth Advisory specializes in serving high net worth individuals, family trusts, and qualified retirement plans, indicating potential for premium financial products and personalized wealth management solutions.

Fee-Only Model As a fully fee-only registered investment advisor with transparency in fee structures, the company may be receptive to technologies or services that enhance fee management, client reporting, and compliance processes.

Recent Asset Investment VSM Wealth Advisory's recent investment in Madrigal Pharmaceuticals suggests an openness to asset management and investment opportunities, highlighting potential interest in portfolio management solutions and market analytics tools.

Technology Stack Utilizing popular web technologies like WordPress and PHP demonstrates a digital-first approach, presenting opportunities for digital marketing enhancements, CRM integrations, or client portal improvements.

Growth Potential Revenue between 10 and 25 million dollars and a small team of 2-10 employees indicate a firm positioned for scalable growth, possibly in need of efficient operational tools, compliance solutions, or strategic consulting for expansion.

VSM Wealth Advisory, LLC Tech Stack

VSM Wealth Advisory, LLC uses 8 technology products and services including WordPress, oEmbed, Mustache, and more. Explore VSM Wealth Advisory, LLC's tech stack below.

WordPress

Content Management System

oEmbed

Dev Tools

Mustache

Javascript Frameworks

Moment.js

Javascript Libraries

jQuery

Javascript Libraries

Underscore.js

Javascript Libraries

PHP

Programming Languages

bxSlider

Web Tools And Plugins

VSM Wealth Advisory, LLC Email Formats	Example	Percentage
First@vs-m.com	John@vs-m.com	67%
F-Last@vs-m.com	J-Doe@vs-m.com	33%

VSM Wealth Advisory, LLC Email Formats

Example

Percentage

First@vs-m.com

John@vs-m.com

67%

F-Last@vs-m.com

J-Doe@vs-m.com

33%

Frequently Asked Questions

Where is VSM Wealth Advisory, LLC's headquarters located?

VSM Wealth Advisory, LLC's main headquarters is located at 11350 Mccormick Road ep 1 Suite 300 Hunt Valley, Maryland United States. The company has employees across 2 continents, including North AmericaAsia.

What is VSM Wealth Advisory, LLC's phone number?

You can contact VSM Wealth Advisory, LLC's main corporate office by phone at

+1-410-825-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is VSM Wealth Advisory, LLC's official website and social media links?

VSM Wealth Advisory, LLC's official website is vs-m.com and has social profiles on LinkedIn.

What is VSM Wealth Advisory, LLC's NAICS code?

VSM Wealth Advisory, LLC's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does VSM Wealth Advisory, LLC have currently?

As of May 2026, VSM Wealth Advisory, LLC has approximately 4 employees across 2 continents, including North AmericaAsia. Key team members include Chief Operating Officer: C. H.Chief Operating Officer: C. H. C.President: R. M.. Explore VSM Wealth Advisory, LLC's employee directory with LeadIQ.

What industry does VSM Wealth Advisory, LLC belong to?

VSM Wealth Advisory, LLC operates in the Investment Management industry.

What technology does VSM Wealth Advisory, LLC use?

VSM Wealth Advisory, LLC's tech stack includes WordPressoEmbedMustacheMoment.jsjQueryUnderscore.jsPHPbxSlider.

What is VSM Wealth Advisory, LLC's email format?

VSM Wealth Advisory, LLC's email format typically follows the pattern of First@vs-m.com. Find more VSM Wealth Advisory, LLC email formats with LeadIQ.

When was VSM Wealth Advisory, LLC founded?

VSM Wealth Advisory, LLC was founded in 1992.

VSM Wealth Advisory, LLC

Q: What is VSM Wealth Advisory, LLC's official website and social media links?

VSM Wealth Advisory, LLC's official website is vs-m.com. VSM Wealth Advisory, LLC has social profiles on LinkedIn.

Q: How many employees does VSM Wealth Advisory, LLC have currently?

VSM Wealth Advisory, LLC has approximately 4 employees.

Q: What technology does VSM Wealth Advisory, LLC use?

VSM Wealth Advisory, LLC's tech stack includes Font Awesome, Microsoft 365, Beaver Builder, Google Maps, RequireJS.

Q: What is VSM Wealth Advisory, LLC's NAICS code?

VSM Wealth Advisory, LLC's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementMaryland, United States2-10 Employees

VSM Wealth Advisory, LLC is a fee-only Registered Investment Advisor providing investment and wealth management solutions to high net worth individuals, family trusts, and qualified retirement plans.

VSM Wealth Advisory, LLC was established in 1992 to offer unbiased and unprejudiced advice to former brokerage firm clients without the conflicts of interest that exist within the brokerage industry and Wall Street.

We take no commissions, commission-sharing, financial remuneration, or monetary compensation, from any source with whom we place our client's money and investments.  We do not have any soft dollar arrangement with brokers.  We are paid fees solely by our clients.  All fees are fully disclosed to clients and we receive no hidden fees, markups or financial consideration from anyone else.

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