Alexander Mark Baloga
Investment adviser representative at Valuewealth Services, LLC
10 yearsExperience
1 stateRegistered in
$319MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Valuewealth Services, LLCApr 2026 to now
- 4j Wealth Management, LLCOct 2024 to Jan 2026
- The Ellerson GroupAug 2024 to Oct 2024
- Flaum Eye InstituteMay 2023 to Jul 2024
- Rochester Medical SchoolMay 2020 to May 2023
- Swarthmore CollegeAug 2017 to May 2020
- UnemployedJun 2016 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MD).
Valuewealth Services, LLC
$319MAssets managed
420Clients
6Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7996463
- Firm CRD
- 304049