VCM Wealth

RIASEC RegisteredEst. 2026

Total AUM

$105M

Discretionary

$105M

100% of AUM

Avg account

$353K

Accounts

297

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 149307
Registered since: March 25, 2026
Website: vcm-wealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI86.23%
Individuals12.77%
Charitable Organizations0.93%
Pension & Profit Sharing Plans0.07%
Corporations / Businesses0.01%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals

Firm profile

FINTRX

Overview

VCM Wealth is an independent registered investment adviser organized as an LLC and SEC-registered in 2026. The firm is owned by an individual and serves both individual & family clients and institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and the publication of periodicals or newsletters. Fee arrangements are flexible and may include a percentage of AUM, hourly charges, and fixed fees. VCM Wealth does not identify as an ESG-active investor and is not positioned as a capital allocator in the sense of managing external fund-of-funds programs.