# VINE STREET WEALTH MANAGEMENT, LLC

VINE STREET WEALTH MANAGEMENT, LLC of MILL VALLEY, CA is an SEC-registered investment adviser.

## Registration

- CRD: 170748
- Type: SEC-registered investment adviser
- SEC file number: 801-111877
- Location: 100 SHORELINE HIGHWAY, SUITE B300, MILL VALLEY, CA, 94941
- Phone: (415) 688-4444
- Latest filing: 2019-04-28
- Regulatory AUM: $135.2M
- Discretionary AUM: $128.1M
- Non-discretionary AUM: $7.1M
- Clients: 5
- Accounts: 158

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| LYONS BRAD EDWARD | MANAGING DIRECTOR | — |
| PERRY ZACHARY WILSON | MANAGING DIRECTOR; MANAGING DIRECTOR/CO-CHIEF INVESTMENT OFFICER; MANAGING DIRECTOR/CO-CHIEF INVESTMENT OFFICER/CCO (+2 more) | — |
| BERNABEI JOHN CARLO | MANAGING DIRECTOR; MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER; MANAGING MEMBER (+1 more) | — |
| Kovriga Alexander | MANAGING DIRECTOR; MANAGING DIRECTOR/CO-CHIEF INVESTMENT OFFICER; MANAGING MEMBER | — |
| LAU CAROLINA YANN | MANAGING DIRECTOR/CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/170748/brochure
- Similar advisers: https://search.stillhousedata.com/firm/170748/similar
- Related entities: https://search.stillhousedata.com/firm/170748/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/170748

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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.