VIMA LLC

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Assets, Funds, Holdings

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VIMA LLC
CRD #148833
SEC #801-129108
CIK #0002012155
AUM $150.2 M (2025-03-17)
Employees 15 (80% Investors, 0% Brokers)
Phone248-526-6700
Address46 East Square Lake Rd
Troy, MI 48085
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
16012896643202007201320192026
CIK Period
0002012155
Sector Form 13F Holdings Value ($M)
Apple Inc 2.5
Nvidia Corp 2.4
Amazon Com Inc 1.8
Proshares Trust II 1.2
iShares Comex Gold Trust 1.2
Ikonics Corp 1.1
Ellsworth Growth & Income Fund Ltd 0.9
Verve Ventures Inc 0.8
Schwab Charles Corp 0.7
Newmont Mining Corp /DE/ 0.7
Smartdata Corp 0.6
Annaly Capital Management Inc 0.6
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 876 111.7
(b) Individuals (high net worth individuals) 21 38.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 897 150.2
By Discretionary
Discretionary 893 150.0
Non-Discretionary 4 0.2
Total 897 150.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 150.2
Total 897 150.2
EDGAR Form CIK 2011 - 2025
13F-HR [0002012155]
Comparable Firms State AUM ($B)
Taylor Wealth Management LLC
CA 0.2
XXEC Inc
OK 0.2
SAS Financial Advisors LLC
CA 0.2
RS Asset Management LLC
CO 0.2
Josh Arnold Investment Consultant LLC
MN 0.2
Waterstone Wealth Advisors LLC
0.2
Excelsior Advisor Network LLC
0.2
Halberstadt Financial Consultants Inc
NJ 0.1
Rydar Equities Inc
TX 0.1
Wilhelm Financial Services PLLC
0.1
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