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| Victus Captial Wealth LLC
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|
|---|---|
| CRD # | 154899 |
| SEC # | 801-71919 |
| CIK # | |
| AUM | $216.8 MM (2024-03-19) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 310-622-1280 |
| Address | 1327 Ocean Avenue Santa Monica, CA 90401 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 58 | 15.7 |
| (b) Individuals (high net worth individuals) | 116 | 199.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 530 | 216.8 |
| By Discretionary | ||
| Discretionary | 529 | 215.2 |
| Non-Discretionary | 1 | 1.6 |
| Total | 530 | 216.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 7.7 | |
| United States Persons | 209.1 | |
| Total | 530 | 216.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
American Wealth Management Inc
✚
|
GA | 0.2 |
|
MFG Family Office LLC
✚
|
0.2 | |
|
Capital Financial Advisors of New York LLC
✚
|
NY | 0.2 |
|
Power Asset Management LLC
✚
|
CA | 0.2 |
|
Epiqwest Culver Wealth Advisors LLC
✚
|
CO | 0.2 |
|
Lederer & Associates Investment Counsel
✚
|
CA | 0.2 |
|
Opinicus Capital Inc
✚
|
FL | 0.2 |
|
Leo H Evart Inc
✚
|
CA | 0.2 |
|
JP Wealth Management Inc
✚
|
SC | 0.2 |
|
Estate & Trust Advisors Inc
✚
|
IL | 0.2 |