Overview
Assets Under Management: $105 million
High-Net-Worth Clients: 149
Average Client Assets: $0.6 million
Frequently Asked Questions
VCM WEALTH 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 #149307), VCM WEALTH is subject to fiduciary duty under federal law.
VCM WEALTH serves 149 high-net-worth clients according to their SEC filing dated February 24, 2026. View client details ↓
According to their SEC Form ADV, VCM WEALTH offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
VCM WEALTH manages $105 million in client assets according to their SEC filing dated February 24, 2026.
According to their SEC Form ADV, VCM WEALTH serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 149
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.23%
Average Client Assets: $0.6 million
Total Client Accounts: 297
Discretionary Accounts: 297
Regulatory Filings
CRD Number: 149307
Filing ID: 2057873
Last Filing Date: 2026-02-24 12:57:02