VINEYARD WEALTH GROUP, LLC

RIASEC RegisteredEst. 2024

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 registered investment adviser organized as an LLC and SEC-registered in 2024. The firm is owner-operated and positions itself as a capital allocator for individual and family clients, delivering financial planning and portfolio management to individuals, small businesses and institutions. Its service palette includes fee arrangements based on a percentage of assets under management and fixed fees. The firm also identifies accounting among its business activities and lists the selection of other advisers as a core capability. Vineyard Wealth Group does not market itself as an ESG-focused manager and is not organized as a multi-state adviser. Its advisory scope covers direct portfolio management as well as the sourcing and oversight of third-party managers when alternative or specialized exposures are required.