TRUE VINE INVESTMENTS

HALL, JOSHUA STEVEN

CRD 154334

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

$2.0M

Discretionary AUM

$1.7M

Team

1 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Sole Proprietorship

Filing date

2026-02-23

Disciplinary history

Services

Portfolio management (individuals)

Type	Clients	AUM
Individuals	15	$2.0M

Official SEC filing: View on IAPD