VIM Wealth Management, LLC

Overview

VIM Wealth Management, LLC is an independent, LLC-structured registered advisory firm that serves individual and family clients. Ownership is at the individual level. Advisory services emphasize financial planning and portfolio management for individuals and small businesses, and the firm lists pension consulting among its advisory activities. Its fee arrangements include asset-based fees, hourly billing, and subscription charges. VIM identifies equities as its preferred asset class and does not report itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices