Vega Wealth LLC
Firm details
- Headquarters
- ,
- CRD number
- 341068
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals90.55%
- Corporations / Businesses9.45%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Vega Wealth LLC is a Michigan-based limited liability company that provides financial planning and portfolio management services to individuals and small businesses. The firm is registered with the SEC (registered year: Unknown) and is owned by an individual. Its stated advisory activities focus on financial planning and discretionary portfolio management, and it charges clients on a percentage-of-AUM basis. Vega Wealth does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator. The firm also lists an industry affiliation as a real estate broker.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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