VCI Wealth Management LLC

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Assets, Funds, Holdings

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VCI Wealth Management LLC
CRD #324833
SEC #801-127960
CIK #0002009388
AUM $191.4 MM (2024-03-12)
Employees 23 (100% Investors, 0% Brokers)
Phone314-530-0500
Address530 Vance Road
Saint Louis, MO 63088
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($MM)
200160120804002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
MSFT 1,918,222.4 6.6
NVDA 399,550.0 5.6
AAPL 2,382,844.0 5.2
IAU 5.0
GOOG 1,482,566.4 3.8
AMZN 1,092,997.8 3.4
 
 
 
 
 
Holdings by Sector ($MM)
2502001501005002023202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 942 171.4
(b) Individuals (high net worth individuals) 13 19.6
(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 0.0
(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 0.0
(n) Other 3 0.4
Total 5,879 191.4
By Discretionary
Discretionary 5,863 190.9
Non-Discretionary 16 0.5
Total 5,879 191.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 191.4
Total 5,879 191.4
EDGAR Form CIK 2011 - 2024
13F-HR [0002009388]
Comparable Firms State AUM ($BB)
Invicta Advisors LLC
PA 0.2
Gray William Loyd Jr
TN 0.2
Ipsen Advisor Group LLC
AR 0.2
Daniel Investment Associates LLC
CA 0.2
Atlas Wealth Partners LLC
PA 0.2
Three Cord True Wealth Management LLC
PA 0.2
Osprey Capital Management Corp
FL 0.2
Kristen E Coombs LLC
PA 0.2
VIA IV Investments LLC
IL 0.2
Leicht Financial Planning and Wealth Management Inc
NJ 0.2
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