VIAGEM, LLC

RIASEC Registered
Total AUM
$15M
Discretionary
$15M
100% of AUM
Avg account
$1.9M
Accounts
8
Employees
1
Advisory reps
1

Firm details

Headquarters
SAINT LOUIS, Missouri
CRD number
140927
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Charitable Organizations100%
Services
Portfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Viagem, LLC is an institutionally focused advisory firm structured as a limited liability company that acts as a capital allocator for business and institutional clients. The firm provides portfolio management for institutions, selects outside advisers and publishes market commentary or newsletters. Viagem charges a mix of percentage-of-AUM, hourly and fixed fees and identifies itself as an active ESG investor, which informs manager selection and portfolio construction. With a small client roster, the firm blends liquid public fund exposure with commitments to third‑party alternative managers, positioning itself as a selective allocator rather than a high‑volume retail RIA. Viagem’s investment activity emphasizes manager selection and use of pooled public funds to implement core allocations while deploying capital to external venture capital and real‑estate managers for private-market exposure. Given the institutional client base and the stated advisory activities, the firm appears to act more as an allocator/adviser to institutional balance sheets than as a high-touch retail wealth manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 45%, Exchange Traded Equities 20%, Cash & Cash Equivalents 20%, US Government Bonds 5%, Investment Grade Corp Bonds 5%, Non-Investment Grade Corp Bonds 5%45%
  • Public Funds/Mutual Funds45%
  • Exchange Traded Equities20%
  • Cash & Cash Equivalents20%
  • US Government Bonds5%
  • Investment Grade Corp Bonds5%

Owners & executives

1 of 1
  • STEPHEN ZIELINSKI

    President and Chief Investment OfficerCRD 2329163

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAINT LOUIS, MO

SAINT LOUIS

Location

SAINT LOUIS, MO

Headquartered in SAINT LOUIS, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
SAINT LOUIS
Address
12444 Powerscourt Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth