Ville Wealth Management

Overview

Ville Wealth Management is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, delivering financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers when appropriate. Its fee model combines a percentage-of-assets arrangement with fixed fees. Ville identifies as an active ESG investor and is marked as a capital allocator—meaning it can place client capital with outside managers or funds as part of its advisory solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives