Vanmay Wealth Management

Overview

Vanmay Wealth Management is an LLC operating as an adviser to individuals, families and some institutional clients. The firm bills on a percentage-of-AUM basis and provides financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. It describes itself as a capital allocator and maintains industry ties that include a broker‑dealer relationship, affiliation with another investment adviser, and connections to an insurance company. The firm does not identify itself as an active ESG investor, is not a multi‑state adviser, and is not positioned as a pension consultant. Ownership is listed as individual, and the adviser is classified in the source data as unclassified.

Assets & Accounts

Public Holdings

Investments & Alternatives