Fruit of the Vine Financial, LLC

Overview

Fruit of the Vine Financial, LLC is an independent, individual-owned advisory firm organized as an LLC that serves individual and family clients. The firm is state-registered in Minnesota and Texas and focuses on financial planning and discretionary portfolio management for individuals and small businesses. Its fee model includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Service delivery centers on personalized planning and portfolio oversight rather than institutional advisory or capital allocation activities. The firm does not identify as an active ESG investor and appears structured to work directly with a compact client base rather than operating as a large multi-office enterprise.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices