VDB WEALTH

VDB WEALTH is an SEC-registered investment adviser (CRD 334639). Regulatory assets under management: $9.7M.

Registration

• CRD: 334639
• Type: Registered investment adviser
• Phone: 414-975-7007
• Latest filing: 2026-02-19
• Regulatory AUM: $9.7M
• Discretionary AUM: $9.7M
• Clients: 1
• Accounts: 45

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334639 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search