Vima, LLC
Firm details
- Headquarters
- Troy, Michigan
- CRD number
- 148833
- Registered since
- November 27, 2023
- Website
- www.vimawealth.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals76.49%
- HNWI23.51%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Vima, LLC is an independent, individually owned RIA that registered with the SEC in 2023. The firm serves primarily individual and family clients and offers financial planning and portfolio management for individuals and small businesses. Its advisory fees are charged through a mix of percentage-of-AUM arrangements as well as hourly and fixed-fee engagements. Vima also operates as an insurance broker alongside its advisory practice. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. It is structured as a limited liability company and remains focused on client-level wealth management rather than institutional or pension consulting relationships.
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
- Public Funds/Mutual Funds51%
- Exchange Traded Equities29%
- Other13%
- Cash & Cash Equivalents4%
- Private Funds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 227Active vs passive
$59.3M in ETFs
41%
$24.5M
43%
$34.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND (MINT) | PIMCO | Active | Ultrashort Bond | $5.6M | 56,033 | 9.50% |
Location
Troy, MI
Oakland
Location
Troy, MI
Headquartered in Troy, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 46 E Square Lake Rd
- Time zone
- ET (UTC-5)
- Office locations
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