Overview
Assets Under Management: $897 million
Headquarters: SAN MATEO, CA
High-Net-Worth Clients: 227
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 227
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.93
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,751
Discretionary Accounts: 1,751
Regulatory Filings
CRD Number: 152374
Filing ID: 1947708
Last Filing Date: 2025-03-26 09:33:00
Website: https://vwmgmt.com