Vine Street Wealth Management LLC
- Assets, Funds, Holdings
| Message |
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Happy Holidays!! thanks for using AUM13F!!
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| Vine Street Wealth Management LLC
|
| CRD # | 170748 |
| SEC # | 801-111877 |
| CIK # | |
| AUM |
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| Employees |
5 (80% Investors, 0% Brokers)
|
| Phone | 415-688-4444 |
| Address | 100 Shoreline Highway, Suite B300
Mill Valley, CA 94941 |
| Source |
[IAPD]
[Website]
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Total AUM ($M)
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| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
24
|
10.7 |
| (b) Individuals (high net worth individuals) |
21
|
121.2 |
| (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 |
2 |
3.3 |
| (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 |
158 |
135.2 |
| By Discretionary |
| Discretionary |
105 |
128.1 |
| Non-Discretionary |
53 |
7.1 |
| Total |
158 |
135.2 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
135.2 |
| Total |
158 |
135.2 |
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