Insights

Independent Advisory VSM Wealth Advisory, LLC is a fee-only registered investment advisor with a transparent, conflict-free model that may appeal to family offices and high net worth individuals seeking unbiased wealth management without commissions or soft dollars.

HNW Targeting Existing focus on high net worth individuals, family trusts, and qualified retirement plans suggests opportunities to expand relationships with trustee services, trust administration referrals, and bespoke portfolio solutions for affluent clients.

Growth Readiness Revenue in the mid-range indicates a scalable platform; consider partnerships with custodian networks, outsourced CIO services, or technology-enabled advisory services to attract more assets from similar fee-only models.

Tech Stack Utilizes modern tools and web presence (Snowplow, WordPress, Weebly, Microsoft 365) that can be leveraged for marketing automation, client onboarding improvements, and data-driven client insights to drive new business.

Recent Activity Notable investment in Madrigal Pharmaceuticals and publicized stake could be leveraged to demonstrate disciplined investment discipline; use this to position as a strategy-focused advisor to prospective clients with interest in selective equity exposure.

VSM Wealth Advisory, LLC Tech Stack

VSM Wealth Advisory, LLC uses 8 technology products and services including Snowplow, RSS, Weebly, and more. Explore VSM Wealth Advisory, LLC's tech stack below.

Snowplow

Analytics

RSS

Content Management System

Weebly

Content Management System

WordPress

Content Management System

Microsoft 365

Font Awesome

Font Scripts

Really Simple Discovery

Miscellaneous

jQuery Waypoints

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

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.

How much revenue does VSM Wealth Advisory, LLC generate?

As of October 2026, VSM Wealth Advisory, LLC's annual revenue is estimated to be $10M - $25M.

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 October 2026, VSM Wealth Advisory, LLC has approximately 4 employees across 2 continents, including North America and Asia. Key team members include Chief Operating Officer: C. H. C. and 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 Snowplow, RSS, Weebly, WordPress, Microsoft 365, Font Awesome, Really Simple Discovery and jQuery Waypoints.

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 MySQL, Moment.js, MediaElement.js, HSTS, Hammer.js.

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 an investment management firm that operates as a fee-only Registered Investment Advisor, offering investment and wealth management services to high net worth individuals, family trusts, and qualified retirement plans. Founded in 1992, the firm emphasizes unbiased, independent advice to avoid conflicts associated with the brokerage industry. It does not accept commissions or other compensation tied to client asset placements, and it has no soft dollar arrangements with brokers; fees are paid directly by clients and are fully disclosed.

Based in Hunt Valley, Maryland, the firm sits within the investment management field and positions itself as a fiduciary focused on objective guidance. Its client-centric model relies on transparent fee structures and direct relationships with clients, aligning incentives with client interests.

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