VINEYARD WEALTH ADVISORY LLC

VINEYARD WEALTH ADVISORY LLC is an SEC-registered investment adviser (CRD 179529). Regulatory assets under management: $39.5M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 179529
• Type: Registered investment adviser
• Phone: (877) 479-9584
• Latest filing: 2026-02-25
• Regulatory AUM: $39.5M
• Non-discretionary AUM: $39.5M
• Clients: 2
• Accounts: 91

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 179529 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search