Overview
Assets Under Management: $199 million
Headquarters: BELLINGHAM, WA
High-Net-Worth Clients: 41
Average Client Assets: $2 million
Frequently Asked Questions
VVR HOLDINGS 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 #334343), VVR HOLDINGS LLC is subject to fiduciary duty under federal law.
VVR HOLDINGS LLC is headquartered in BELLINGHAM, WA.
VVR HOLDINGS LLC serves 41 high-net-worth clients according to their SEC filing dated April 28, 2025. View client details ↓
According to their SEC Form ADV, VVR HOLDINGS LLC offers financial planning and portfolio management for individuals. View all service details ↓
VVR HOLDINGS LLC manages $199 million in client assets according to their SEC filing dated April 28, 2025.
According to their SEC Form ADV, VVR HOLDINGS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 35.99
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 664
Discretionary Accounts: 664
Regulatory Filings
CRD Number: 334343
Filing ID: 1975790
Last Filing Date: 2025-04-28 11:57:00
Website: https://capstoneria.com