Village Wealth Advisors
Firm details
- Headquarters
- Westlake Village, California
- CRD number
- 296866
- Registered since
- May 24, 2021
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI86.59%
- Individuals13.3%
- Corporations / Businesses0.11%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Village Wealth Advisors is an independent registered investment adviser that began SEC registration in 2021 and is owned by an individual. Its client base is focused on individuals and families. The firm provides financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not listed as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities89%
- Public Funds/Mutual Funds9%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
- Private Funds1%
Contacts
3 of 4
Jamie Lovin
Investment Portfolio ManagerCRD 8100925
Jon Courtney
Financial PlannerCRD 4705452
Andrew Brooks
Financial AdvisorCRD 6298132
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Westlake Village, CA
Ventura
Location
Westlake Village, CA
Headquartered in Westlake Village, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Ventura
- Address
- 2945 Townsgate Rd
- Time zone
- PT (UTC-8)
- Office locations
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