Village Wealth Advisors
Village Wealth Advisors is an SEC-registered wealth manager in Westlake Village, CA with $257.9M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Village Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 296866, SEC 801-121298, data through 2026-06-18.
- AUM (assets under management / regulatory AUM)
- $257.9M (2026-06-18)
- Firm type
- Wealth Manager
- Location
- Westlake Village, CA
- Employees
- 3
- Clients
- 240
- CRD
- 296866
- Ownership
- VELEZ, NAYIVI, VERONICA
How much AUM does Village Wealth Advisors have?
Village Wealth Advisors reported $257.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-18).
Who owns Village Wealth Advisors?
Disclosed owners and executives of Village Wealth Advisors include VELEZ, NAYIVI, VERONICA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.