VIM WEALTH MANAGEMENT, LLC

Overview

VIM Wealth Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individuals and families, providing financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee arrangements include percentage-of-AUM billing alongside hourly and subscription options. The advisory practice does not identify as an active ESG investor, is not multi-state, and is not positioned as a capital allocator; instead it relies on third-party products and managers for alternative exposures. The firm also lists a real estate broker affiliation, which complements its use of real estate as an alternative investment.

Assets & Accounts

Public Holdings

Investments & Alternatives