Vineyard Wealth Group, LLC

RIAState Registered

Total AUM

$22.9M

Discretionary

$22.9M

100% of AUM

Avg account

$290K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Vineyard Haven, Massachusetts
CRD number: 330619
Registered since: December 13, 2024
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI50.86%
Individuals40.91%
Charitable Organizations8.23%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Vineyard Wealth Group, LLC is an independent, Massachusetts-registered wealth advisory firm organized as an LLC and owned by an individual principal. The firm serves individual and family clients and combines financial planning with portfolio management for individuals, small businesses and institutional/business clients. Advisory work includes selection of other advisers, consistent with the firm's role as a capital allocator. The firm bills on a percentage-of-AUM basis and also uses fixed fees. Vineyard Wealth Group lists accounting among its business activities, indicating an operational emphasis on tax or bookkeeping-adjacent services alongside investment advice. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser.