VCI Wealth Management LLC

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VCI Wealth Management LLC
CRD #324833
SEC #801-127960
CIK #0002009388
AUM $435.3 M (2026-05-13)
Employees 32 (72% Investors, 0% Brokers)
Phone314-530-0500
Address530 Vance Road
Saint Louis, MO 63088
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
4503602701809002010201520212027
CIK Period
0002009388
Sector Form 13F Holdings Value ($M)
iShares Comex Gold Trust 28.0
Nvidia Corp 16.6
Apple Inc 14.6
Microsoft Corp 12.8
Alphabet Inc 11.7
iShares Bitcoin Trust 9.0
Amazon Com Inc 7.9
Broadcom Inc 6.1
Facebook Inc 5.0
J P Morgan Chase & Co 4.2
Tesla Motors Inc 4.1
Visa Inc 3.7
Merck & Co Inc 3.4
Wal Mart Stores Inc 3.2
United Technologies Corp /DE/ 3.0
Rockwell Automation Inc 2.9
Marriott International Inc /MD/ 2.9
Wellpoint Inc 2.7
Ametek INC/ 2.4
Chevron Corp 2.3
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 1,642 368.2
(b) Individuals (high net worth individuals) 37 65.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 1 0.3
(h) Charitable organizations 3 0.2
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 3 0.9
(n) Other 0 0.0
Total 3,837 435.3
By Discretionary
Discretionary 3,837 435.3
Non-Discretionary 0 0.0
Total 3,837 435.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 435.3
Total 3,837 435.3
EDGAR Form CIK 2011 - 2026
13F-HR [0002009388]
Comparable Firms State AUM ($B)
Blueprint Investing LLC
CA 0.4
Financial Asset Management Corp
NY 0.4
Chapel Hill Investment Analysts Inc
PA 0.4
Questmont Virtual Family Office LLC
FL 0.4
PFS Partners LLC
NJ 0.4
Advisortrust Partners LLC
NC 0.4
Murphy Middleton Hinkle & Parker Inc
GA 0.4
Family Capital Management Inc
MI 0.4
Horrell Capital Management Inc
AR 0.4
Comprehensive Financial Planning Inc
PA 0.4
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