Vineyard Wealth Advisory LLC

Overview

Vineyard Wealth Advisory LLC functions primarily as a small, equity-focused advisory firm that provides portfolio management for individuals and small businesses while also operating as an insurance broker. The firm charges fees as a percentage of assets under management and appears to run client relationships in a non-discretionary capacity, meaning clients retain trading authority while the advisor provides recommendations and portfolio oversight. Vineyard’s stated client base includes individual and family clients as well as institutional relationships; the firm is not classified as an active ESG investor and does not operate as a multi-state adviser. Investment activity centers on exchange-traded equities and related liquid instruments. The firm’s stated preference is equities, with the vast majority of assets allocated to exchange-traded securities. Vineyard supplements equity exposure with traditional mutual funds and uses third-party hedge funds when pursuing alternative exposures, indicating a willingness to layer in external managers for return enhancement or diversification rather than building in-house private market platforms.

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Public Holdings

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Location & Offices