# VINTRIS WEALTH MANAGEMENT LLC

VINTRIS WEALTH MANAGEMENT LLC is an SEC-registered investment adviser.

## Registration

- CRD: 332900
- Type: SEC-registered investment adviser
- SEC file number: 801-131228
- Phone: 203-231-0496
- Latest filing: 2024-11-20
- Clients: 4

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| [NELSON CHRISTOPHER ALLEN](https://search.stillhousedata.com/person/754546) | CHIEF COMPLIANCE OFFICER | — |
| [COPPOLA JAMES JOSEPH](https://search.stillhousedata.com/person/755013) | FOUNDER AND CHIEF INVESTMENT OFFICER | — |
| [SMITH JACOB DANIEL](https://search.stillhousedata.com/person/766536) | PARTNER | — |
| [CESARE CHRISTOPHER](https://search.stillhousedata.com/person/882129) | FOUNDER AND CHIEF EXECUTIVE OFFICER | — |
| [Shugrue Lauren E](https://search.stillhousedata.com/person/882130) | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/332900/brochure
- Similar advisers: https://search.stillhousedata.com/firm/332900/similar
- Related entities: https://search.stillhousedata.com/firm/332900/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/332900

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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.