VINTAGE WEALTH MANAGEMENT GROUP

VINTAGE WEALTH MANAGEMENT GROUP of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 151092). Regulatory assets under management: $51.2M.

Registration

• CRD: 151092
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 151092 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search