VSM WEALTH ADVISORY, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $677.5M |
| Discretionary | $677.5M100% of AUM |
| Client Accounts | 1,524 |
| Avg Account Size | $445K |
| Employees | 6 |
| Peak AUM | $677.5MMar 2026 |
| AUM CAGR | +11.7% /yrover 5 yrs · 9 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $678M | +15.4% | +17.2% | +11.7% | |
| Discretionary AUM | $678M | ||||
Key Metrics
| Total AUM | $677.5M |
| Discretionary | $677.5M |
| Employees | 6 |
| Client Accounts | 1524 |
| Client Range | 0 |
Contact & Location
Address
11350 MCCORMICK ROAD
HUNT VALLEY MD 21031
Phone
410-825-8844
Filing History
9 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Portfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$678M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported