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VINEYARD WEALTH GROUP, LLC
CRD 330619 · SEC 801-131617
5 BEACH STREET, VINEYARD HAVEN, MA, 02568, United States
Phone
(508) 696-2000
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$22.9M
Discretionary AUM
$22.9M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 28 | $9.4M |
| High net worth individuals | 8 | $11.7M |
All web addresses on file
Official SEC filing: View on IAPD