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| Happy Holidays!! thanks for using AUM13F!! |
| VCI Wealth Management LLC
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| CRD # | 324833 |
| SEC # | 801-127960 |
| CIK # | 0002009388 |
| AUM | $294.8 M (2025-03-18) |
| Employees | 23 (100% Investors, 0% Brokers) |
| Phone | 314-530-0500 |
| Address | 530 Vance Road Saint Louis, MO 63088 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002009388 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 26.6 | ||
| Microsoft Corp | 14.1 | ||
| Nvidia Corp | 12.6 | ||
| Apple Inc | 11.1 | ||
| iShares Bitcoin Trust | 7.6 | ||
| Amazon Com Inc | 7.5 | ||
| Alphabet Inc | 6.8 | ||
| Facebook Inc | 5.1 | ||
| Broadcom Inc | 4.2 | ||
| Intuit Inc | 3.7 | ||
| J P Morgan Chase & Co | 3.4 | ||
| Mastercard Inc | 3.4 | ||
| Wal Mart Stores Inc | 2.7 | ||
| Home Depot Inc | 2.5 | ||
| Tesla Motors Inc | 2.5 | ||
| Johnson & Johnson | 2.4 | ||
| Hilton Worldwide Holdings Inc | 2.3 | ||
| Amphenol Corp /DE/ | 2.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,467 | 260.2 |
| (b) Individuals (high net worth individuals) | 18 | 33.6 |
| (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 | 5 | 0.2 |
| (h) Charitable organizations | 2 | 0.2 |
| (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 | 2 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 3,203 | 294.8 |
| By Discretionary | ||
| Discretionary | 3,182 | 293.2 |
| Non-Discretionary | 21 | 1.6 |
| Total | 3,203 | 294.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 294.8 | |
| Total | 3,203 | 294.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002009388] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Retirement Capital Strategies Inc
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|
CA | 0.3 |
|
Odyssey Personal Financial Advisors LLC
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|
GA | 0.3 |
|
BCI Securities Inc
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|
FL | 0.3 |
|
Gebhardt Group Inc
✚
|
CA | 0.3 |
|
Quantum Portfolio Management LLC
✚
|
NY | 0.3 |
|
Molly B Investment Group LLC
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|
GA | 0.3 |
|
Trail Ridge Investment Advisors LLC
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|
CO | 0.3 |
|
TJT Capital Group LLC
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|
CT | 0.3 |
|
Upstart Wealth Management LLC
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|
0.3 | |
|
AP Wealth Management LLC
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|
GA | 0.3 |