VICTORY WEALTH MANAGEMENT, LLC

Overview

Victory Wealth Management, LLC operates as an individual-owned advisory firm focused on portfolio management for individuals and small businesses. The firm bills clients through a mix of percentage-of-assets and fixed fees and manages largely discretionary mandates. Its stated client base is individual and family investors rather than institutional or pension clients, and it does not identify as an active ESG investor or as a multi-state adviser. Investment activity centers on pooled public vehicles rather than direct-stock concentration: filings show the firm allocates the vast majority of client assets into mutual funds and other public funds. The advisory model is hands-on in the sense that nearly all client assets are managed on a discretionary basis, with a small portion of accounts remaining nondiscretionary. Annuities are used as a component of client solutions when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices