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| VB&T Wealth Management LLC
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| |
|---|---|
| CRD # | 318330 |
| SEC # | 801-123228 |
| CIK # | |
| AUM | $223.6 MM (2024-08-23) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 480-999-9900 |
| Address | 4900 N Scottsdale Road Scottsdale, AZ 85251 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 31 | 41.0 |
| (b) Individuals (high net worth individuals) | 40 | 155.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 3.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 24.3 |
| (n) Other | 0 | 0.0 |
| Total | 225 | 223.6 |
| By Discretionary | ||
| Discretionary | 225 | 223.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 225 | 223.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 222.9 | |
| Total | 225 | 223.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Transition Financial Advisors Group Inc
✚
|
AZ | 0.2 |
|
Chiron Capital Management LLC
✚
|
FL | 0.2 |
|
Prometheus Capital Management Corp
✚
|
PA | 0.2 |
|
Integrity Wealth Solutions LLC
✚
|
CO | 0.2 |
|
Otto & Associates Inc
✚
|
VT | 0.2 |
|
Brendel Financial Advisors LLC
✚
|
NH | 0.2 |
|
TKG Advisors LLC
✚
|
IN | 0.2 |
|
Madden Advisory Services Inc
✚
|
FL | 0.2 |
|
Malvern Capital Management LLC
✚
|
PA | 0.2 |
|
Forefront Wealth Management Inc
✚
|
PA | 0.2 |