VDB Wealth

Overview

VDB Wealth is a small independent registered investment adviser focused on financial planning and discretionary portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and concentrates client allocations in equities, using exchange-traded instruments as the primary building blocks. Its advisory activity centers on tailored planning and portfolio oversight rather than institutional or pension consulting, and it does not self-identify as an active ESG investor. Given its size, VDB Wealth appears to operate a core-satellite approach: core exposure through exchange-traded equities and mutual funds, with selective allocations to less liquid, higher-return opportunities through third-party alternative managers. Its client base is concentrated—seven clients—so portfolios are likely customized and managed with attention to individual tax, liquidity and concentration needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices