# VINEYARD WEALTH GROUP, LLC

VINEYARD WEALTH GROUP, LLC of VINEYARD HAVEN, MA is an SEC-registered investment adviser.

## Registration

- CRD: 330619
- Type: SEC-registered investment adviser
- SEC file number: 801-131617
- Location: 5 BEACH STREET, VINEYARD HAVEN, MA, 02568
- Phone: (508) 696-2000
- Latest filing: 2026-04-28
- Regulatory AUM: $22.9M
- Discretionary AUM: $22.9M
- Clients: 1
- Accounts: 79

## Business model

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

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Grant Alan Joiner | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| Joiner Grant Alan | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/330619/brochure
- Similar advisers: https://search.stillhousedata.com/firm/330619/similar
- Related entities: https://search.stillhousedata.com/firm/330619/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/330619

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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.