Insights

High Net Worth Focus VSM Wealth Advisory specializes in providing bespoke investment and wealth management solutions for high net worth individuals, family trusts, and retirement plans, indicating a potential need for premium financial products and personalized services.

Unbiased Advice As a fee-only Registered Investment Advisor with no commissions or hidden fees, VSM Wealth values transparent financial relationships, presenting opportunities to offer complementary fiduciary-certified services and compliance solutions.

Recent Asset Investment The firm's recent $25K stake in Madrigal Pharmaceuticals demonstrates active involvement in asset management, opening avenues for introducing innovative investment products and advanced portfolio management tools.

Tech-Driven Infrastructure Utilizing a technology stack including cloud services, MySQL, and modern web frameworks suggests openness to adopting advanced financial technology solutions, providing opportunities for fintech integrations and data analytics offerings.

Growth Potential With revenues estimated between 10 and 25 million dollars and a small dedicated team, VSM Wealth is positioned for growth, making it receptive to scalable service solutions, strategic partnerships, and expanding investment services.

Similar companies to VSM Wealth Advisory, LLC

VSM Wealth Advisory, LLC Tech Stack

VSM Wealth Advisory, LLC uses 8 technology products and services including Cloudflare, MySQL, Backbone.js, and more. Explore VSM Wealth Advisory, LLC's tech stack below.

  • Cloudflare
    Content Management System
  • MySQL
    Database
  • Backbone.js
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • Hammer.js
    Javascript Libraries
  • Video.js
    Javascript Libraries
  • PHP
    Programming Languages
  • jQuery Waypoints
    Web Tools And Plugins

VSM Wealth Advisory, LLC's Email Address Formats

VSM Wealth Advisory, LLC uses at least 1 format(s):
VSM Wealth Advisory, LLC Email FormatsExamplePercentage
First@vs-m.comJohn@vs-m.com
33%
F-Last@vs-m.comJ-Doe@vs-m.com
17%
First@vs-m.comJohn@vs-m.com
33%
F-Last@vs-m.comJ-Doe@vs-m.com
17%

Frequently Asked Questions

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

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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?

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

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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?

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As of February 2026, VSM Wealth Advisory, LLC's annual revenue is estimated to be $881K.

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

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VSM Wealth Advisory, LLC's SIC code is 6282 - Investment Advice NAICS code is 5239 - Other Financial Investment Activities.

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

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As of February 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?

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

What technology does VSM Wealth Advisory, LLC use?

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VSM Wealth Advisory, LLC's tech stack includes CloudflareMySQLBackbone.jsjQueryHammer.jsVideo.jsPHPjQuery Waypoints.

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

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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?

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VSM Wealth Advisory, LLC was founded in 1992.

VSM Wealth Advisory, LLC

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.

Section iconCompany Overview

Headquarters
11350 Mccormick Road ep 1 Suite 300 Hunt Valley, Maryland United States
Phone number
Website
vs-m.com
SIC Code
6282 - Investment Advice
NAICS Code
5239 - Other Financial Investment Activities
Founded
1992
Employees
2-10

Section iconFunding & Financials

  • $10M$25M

    VSM Wealth Advisory, LLC's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    VSM Wealth Advisory, LLC's revenue is estimated to be in the range of $10M$25M

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