Overview
Assets Under Management: $126 million
Headquarters: DECATUR, GA
High-Net-Worth Clients: 27
Average Client Assets: $4.6 million
Frequently Asked Questions
VIP WEALTH ADVISORS 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 #335528), VIP WEALTH ADVISORS is subject to fiduciary duty under federal law.
VIP WEALTH ADVISORS is headquartered in DECATUR, GA.
VIP WEALTH ADVISORS serves 27 high-net-worth clients according to their SEC filing dated March 18, 2026. View client details ↓
According to their SEC Form ADV, VIP WEALTH ADVISORS offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
VIP WEALTH ADVISORS manages $126 million in client assets according to their SEC filing dated March 18, 2026.
According to their SEC Form ADV, VIP WEALTH ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.82%
Average Client Assets: $4.6 million
Total Client Accounts: 206
Discretionary Accounts: 96
Non-Discretionary Accounts: 110
Regulatory Filings
CRD Number: 335528
Filing ID: 2072328
Last Filing Date: 2026-03-18 17:00:44