VICTORY WEALTH SERVICES, LLC

Overview

Victory Wealth Services, LLC is an independent registered investment adviser operating as an owner-run firm that serves individuals, families and a limited institutional client base. The firm’s advisory activity centers on comprehensive financial planning and discretionary portfolio management for individuals and small businesses, along with selecting outside advisers and running client education workshops. Victory Wealth Services acts as a capital allocator, tilting client portfolios toward third‑party managers where appropriate rather than running an extensive in‑house alternatives platform. Investment practice favors pooled public funds and mutual funds as core building blocks for equity and fixed‑income exposure, with manager selection and model implementation driving portfolio construction. The firm charges both AUM‑based fees and fixed fees for planning and advisory services. Victory Wealth Services is not positioned as an ESG specialist, and its regulatory profile indicates a stable, established adviser rather than a newly formed shop.

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Location & Offices