Victorwealth, LLC

Overview

Victorwealth, LLC is an individually owned limited liability company that provides portfolio management for individuals and small businesses. The firm serves a client base composed primarily of individual and family investors and charges fees as a percentage of assets under management. Victorwealth identifies as an active ESG investor and does not position itself as a multi-state or pension consultant adviser. Its registration history with the SEC is not specified in the available materials. Victorwealth’s advisory activity centers on discretionary portfolio management rather than acting as a direct capital allocator or running separate proprietary funds. The firm’s stated business scope is narrowly focused on client-level portfolio management rather than institutional or large-scale advisory services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices