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| Vine Street Wealth Management LLC
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|---|---|
| CRD # | 170748 |
| SEC # | 801-111877 |
| CIK # | |
| AUM | |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 415-688-4444 |
| Address | 100 Shoreline Highway, Suite B300 Mill Valley, CA 94941 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| 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 |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Seaplane Partners LLC
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|
CA | 0.0 |
|
Vine Street Wealth Management LLC
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|
CA | 0.0 |