# VINEYARD FAMILY WEALTH ADVISORS

VINEYARD FAMILY WEALTH ADVISORS of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 312336
- Type: SEC-registered investment adviser
- SEC file number: 801-120274
- Location: 800 TOWN AND COUNTRY BOULEVARD, HOUSTON, TX, 77024
- Phone: (832) 500-8985
- Latest filing: 2026-03-13
- Regulatory AUM: $78.1M
- Discretionary AUM: $78.1M
- Clients: 1
- Accounts: 99

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| JAMES ADRIAN EDWARD | CHIEF COMPLIANCE OFFICER & CHIEF EXECUTIVE OFFICER | — |
| BERNSTEIN DANIEL ADAM | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/312336/brochure
- Similar advisers: https://search.stillhousedata.com/firm/312336/similar
- Related entities: https://search.stillhousedata.com/firm/312336/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/312336

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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.