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| Keyboard |
| VB&T Wealth Management LLC
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|---|---|
| CRD # | 318330 |
| SEC # | 801-123228 |
| CIK # | |
| AUM | 328.3 M (2026-03-04) |
| 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) | 33 | 11.1 |
| (b) Individuals (high net worth individuals) | 52 | 258.7 |
| (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 | 6.1 |
| (h) Charitable organizations | 0 | 2.7 |
| (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 | 7 | 49.8 |
| (n) Other | 0 | 0.0 |
| Total | 314 | 328.3 |
| By Discretionary | ||
| Discretionary | 314 | 328.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 314 | 328.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 19.9 | |
| United States Persons | 308.4 | |
| Total | 314 | 328.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 (6 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Powers Advisory Group LLC
✚
|
IL | 329.5 M |
|
Gutierrez Wealth Advisory LLC
✚
|
AR | 329.3 M |
|
Pearl Planning LLC
✚
|
MI | 329.2 M |
|
Wealth Management CPAS LLC
✚
|
UT | 329.2 M |
|
Power Financial Partners LLC
✚
|
FL | 329.1 M |
|
NWM Advisors LLC
✚
|
CA | 329.1 M |
|
Oxford Wealth Group LLC
✚
|
FL | 327.9 M |
|
Shore Point Advisors LLC
✚
|
NJ | 327.7 M |
|
Hudson Capital Advisory Inc
✚
|
NY | 327.7 M |
|
Financial Decisions LLC
✚
|
NY | 327.7 M |