VINE STREET WEALTH MANAGEMENT, LLC of MILL VALLEY, CA is an SEC-registered investment adviser (CRD 170748). Regulatory assets under management: $135.2M.
| 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 | — |