VIENNA ASSET MANAGEMENT LLC

VIENNA ASSET MANAGEMENT LLC of SARATOGA, CA is an SEC-registered investment adviser (CRD 299725). Regulatory assets under management: $256.5M.

Registration

• CRD: 299725
• SEC file number: 801-122371
• Type: Registered investment adviser
• Location: 14657 BIG BASIN WAY, SARATOGA, CA, 95070
• Phone: 408-882-1770
• Latest filing: 2026-04-17
• Regulatory AUM: $256.5M
• Discretionary AUM: $256.5M
• Clients: 4
• Accounts: 134

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299725 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search