V2 Financial Group, LLC
V2 Financial Group, LLC is an SEC-registered wealth manager with $350.5M assets under management (AUM, regulatory AUM), +27% over one year. See who owns V2 Financial Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 142189, SEC 801-113522, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $350.5M (2026-03-23)
- Firm type
- Wealth Manager
- Employees
- 5
- Clients
- 205
- CRD
- 142189
- Ownership
- VEDAM, VENKATAKRISHNA, SHARMA; KRISHNAMURTHY, VENKATRAM; VEDAM, SHARMILA
How much AUM does V2 Financial Group, LLC have?
V2 Financial Group, LLC reported $350.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns V2 Financial Group, LLC?
Disclosed owners and executives of V2 Financial Group, LLC include VEDAM, VENKATAKRISHNA, SHARMA, KRISHNAMURTHY, VENKATRAM, VEDAM, SHARMILA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.