VINEYARD FAMILY WEALTH ADVISORS

VINEYARD FAMILY WEALTH ADVISORS of HOUSTON, TX is an SEC-registered investment adviser (CRD 312336). Regulatory assets under management: $78.1M.

Registration

• CRD: 312336
• SEC file number: 801-120274
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312336 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search