Overview
Assets Under Management: $295 million
Headquarters: SAINT LOUIS, MO
High-Net-Worth Clients: 18
Average Client Assets: $2 million
Frequently Asked Questions
VCI WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #324833), VCI WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
VCI WEALTH MANAGEMENT LLC is headquartered in SAINT LOUIS, MO.
VCI WEALTH MANAGEMENT LLC serves 18 high-net-worth clients according to their SEC filing dated March 18, 2025. View client details ↓
According to their SEC Form ADV, VCI WEALTH MANAGEMENT LLC offers portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
VCI WEALTH MANAGEMENT LLC manages $295 million in client assets according to their SEC filing dated March 18, 2025.
According to their SEC Form ADV, VCI WEALTH MANAGEMENT LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 18
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 11.41
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 3,203
Discretionary Accounts: 3,182
Non-Discretionary Accounts: 21
Regulatory Filings
CRD Number: 324833
Filing ID: 1958654
Last Filing Date: 2025-03-18 09:59:00
Website: https://vciwealth.com