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VCI Wealth Management LLC
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CRD # | 324833 |
SEC # | 801-127960 |
CIK # | 0002009388 |
AUM | $191.4 MM (2024-03-12) |
Employees | 23 (100% Investors, 0% Brokers) |
Phone | 314-530-0500 |
Address | 530 Vance Road Saint Louis, MO 63088 |
Source | [IAPD] [EDGAR] [Website] [Facebook] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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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 |
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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
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|
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 |