Peter
Wyrough

Dmk Advisor Group, Inc

CRD#1291706
Investment Advisor
in Annapolis, MD

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Peter Wyrough is a financial advisor based in Annapolis, Maryland, working with Dmk Advisor Group, Inc. Peter has previously held positions at Purshe Kaplan Sterling Investments, Concert Wealth Dba Value Wealth Services, Sowell Management Services, Institute For Wealth Advisors, Inc, Stephen A. Kohn & Associates, LTD / Dmk Advisor Group, The Institute For Wealth Management LLC, and Valuewealth Services, LLC. Peter has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland. Currently, Peter is part of Dmk Advisor Group, Inc, which operates out of Annapolis, Maryland. The firm has 1 office and 33 employees. The firm manages assets totaling $80.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Dmk Advisor Group, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2444 Solomons Island Rd., Ste. 212
Annapolis, MD 21401

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Dmk Advisor Group, Inc Brokerage Details

Total Assets Under Management

$80,621,557

MD Average: $1,855,561,029
Total Number of Employees

33

MD Average: 62
Total Number of Accounts

462

MD Average: 2,474
Average Account Size

$174,506

MD Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Peter Wyrough Work History

2019 - Present (5 years)

Valuewealth Services, LLC

2018 - Present (6 years)

Stephen A. Kohn & Associates, LTD / Dmk Advisor Group

2019 - 2019 (< 1 year)

The Institute For Wealth Management LLC

2017 - 2019 (2 years)

Institute For Wealth Advisors, Inc

2016 - 2017 (1 year)

Sowell Management Services

2012 - 2018 (6 years)

Purshe Kaplan Sterling Investments

2012 - 2017 (5 years)

Concert Wealth Dba Value Wealth Services

Disclosures

Please visit the SEC profile of Peter Wyrough to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Dmk Advisor Group, Inc

Melissa Wagner
Lutz, FL
Ryan Muller
Lutz, FL
Thomas Walker
Lutz, FL
Peter Wyrough
Annapolis, MD
Natalie Neaton
Englewood, CO
Stephen Westveer
Lutz, FL
Michael Blackmore
Kearney, MO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started