Vineyard Family Wealth Advisors
Vineyard Family Wealth Advisors is an SEC-registered wealth manager with $42.1M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Vineyard Family Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 312336, data through 2022-09-22.
- AUM (assets under management / regulatory AUM)
- $42.1M (2022-09-22)
- Firm type
- Wealth Manager
- Employees
- 1
- Clients
- 15
- CRD
- 312336
- Ownership
- BERNSTEIN, DANIEL, ADAM; CNSL MANAGEMENT ENTERPRISES, LLC; JAMES, RODNEY, EDWARD
How much AUM does Vineyard Family Wealth Advisors have?
Vineyard Family Wealth Advisors reported $42.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2022-09-22).
Who owns Vineyard Family Wealth Advisors?
Disclosed owners and executives of Vineyard Family Wealth Advisors include BERNSTEIN, DANIEL, ADAM, CNSL MANAGEMENT ENTERPRISES, LLC, JAMES, RODNEY, EDWARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.