VCM Wealth

RIASEC & State Registered

Total AUM

$105M

Discretionary

$105M

100% of AUM

Avg account

$353K

Accounts

297

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 149307
Registered since: March 25, 2026
Website: vcm-wealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI86.23%
Individuals12.77%
Charitable Organizations0.93%
Pension & Profit Sharing Plans0.07%
Corporations / Businesses0.01%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals

Firm profile

FINTRX

Overview

VCM Wealth is an independent registered investment adviser organized as an LLC and registered with the SEC in 2026. The firm is owned by an individual and serves both individual/family clients and institutional clients. Its advisory offerings emphasize financial planning and portfolio management for individuals, small businesses, and institutions, and it also produces periodic publications or newsletters. Fee arrangements include asset-based fees, hourly billing, and fixed-fee engagements. VCM Wealth does not identify as an active ESG investor and does not operate as a capital allocator.