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| VB&T Wealth Management LLC
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|
|---|---|
| CRD # | 318330 |
| SEC # | 801-123228 |
| CIK # | |
| AUM | $303.0 M (2025-06-10) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 480-999-9900 |
| Address | 4900 N Scottsdale Road Scottsdale, AZ 85251 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 34 | 28.5 |
| (b) Individuals (high net worth individuals) | 49 | 244.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 2.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 27.2 |
| (n) Other | 0 | 0.0 |
| Total | 276 | 303.0 |
| By Discretionary | ||
| Discretionary | 276 | 303.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 276 | 303.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 302.4 | |
| Total | 276 | 303.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cultivar Capital Inc
✚
|
TX | 0.3 |
|
Strait & Sound Wealth Management LLC
✚
|
0.3 | |
|
Two Point Capital Management Inc
✚
|
NY | 0.3 |
|
AJ Advisors LLC
✚
|
TN | 0.3 |
|
Michels Family Financial LLC
✚
|
TX | 0.3 |
|
Joseph P Lucia & Associates LLC
✚
|
NY | 0.3 |
|
Bourne Lent Asset Management Inc
✚
|
NY | 0.3 |
|
Wealth Management Consultants Colorado LLC
✚
|
TX | 0.3 |
|
Outwing LLC
✚
|
CA | 0.3 |
|
JPS Financial LLC
✚
|
OH | 0.3 |