|
⚲
|
| VIP Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 335528 |
| SEC # | 801-135891 |
| CIK # | |
| AUM | $126.1 M (2026-03-18) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 917-319-8281 |
| Address | 120 W Trinity Pl Decatur, GA 30030 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3 | 1.5 |
| (b) Individuals (high net worth individuals) | 27 | 124.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 206 | 126.1 |
| By Discretionary | ||
| Discretionary | 96 | 32.5 |
| Non-Discretionary | 110 | 93.6 |
| Total | 206 | 126.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 126.1 | |
| Total | 206 | 126.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fortitude Private Wealth Inc
✚
|
IN | 0.1 |
|
AISA Financial Planning Ltd
✚
|
0.1 | |
|
Goldfarb Financial Management LLC
✚
|
0.1 | |
|
Premier Private Wealth Management LLC
✚
|
FL | 0.1 |
|
BCM Capital Management LLC
✚
|
IL | 0.1 |
|
Trinity Investment Management LLC
✚
|
TX | 0.1 |
|
Adirondack Research & Management Inc
✚
|
NY | 0.1 |
|
Capital Wealth Advisors Ltd
✚
|
WI | 0.1 |
|
Thielen Capital Corporation
✚
|
CA | 0.1 |
|
Breakthru Advisory Services LLC
✚
|
WI | 0.1 |