# VINTAGE WEALTH MANAGEMENT GROUP

VINTAGE WEALTH MANAGEMENT GROUP of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 151092
- Type: SEC-registered investment adviser
- Location: 129 WEST TRADE STREET, CHARLOTTE, NC, 28202
- Phone: (704) 719-2225
- Latest filing: 2026-03-13
- Regulatory AUM: $51.2M
- Discretionary AUM: $51.2M
- Clients: 2
- Accounts: 253

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pooled vehicles

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/151092/brochure
- Similar advisers: https://search.stillhousedata.com/firm/151092/similar
- Related entities: https://search.stillhousedata.com/firm/151092/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/151092

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.