Overview

Headquarters
Westlake Village, CA
Total Firm Assets
$258 million
Average High-Net-Worth Client Portfolio Size
$2.3 million

Fee Disclosure

Source: VWA FORM ADV PART 2 (2026-06-18) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.20%
$1,000,001 $2,000,000 1.00%
$2,000,001 $5,000,000 0.75%
$5,000,001 and above 0.65%

Stated Minimum Annual Fee: $6,000

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $12,000 1.20%
$5 million $44,500 0.89%
$10 million $77,000 0.77%
$50 million $337,000 0.67%
$100 million $662,000 0.66%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
86.59%
Number of High-Net-Worth Clients
99
Total Client Accounts
517
Discretionary Accounts
517

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars

Regulatory Filings

SEC CRD Number
296866

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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