VCM Wealth

RIASEC RegisteredEst. 2026

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 that serves individual, family and institutional clients. The firm provides financial planning, discretionary portfolio management for individuals, small businesses and institutions, and also produces periodicals or newsletters. Its fee arrangements include asset-based fees, hourly billing and fixed-fee engagements. VCM Wealth does not present itself as a capital allocator and does not identify as an active ESG investor. VCM Wealth is SEC-registered (2026) and reports being a single-owner (individual) firm. Custody and discretionary management are part of its core offering, and its practice includes both ongoing portfolio oversight and one-off advisory projects.