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, SEC-registered registered investment adviser formed before 2021 and owned by an individual. The firm focuses on serving individual and family clients with a mix of financial planning, discretionary portfolio management for individuals and small businesses, and client education through seminars and workshops. Its billing options include percentage-of-AUM fees as well as hourly and fixed-fee arrangements. The firm does not position itself as a capital allocator, and it does not identify as an active ESG investor.
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 4Jamie 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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