VIVUTO, LLC
Firm details
- Headquarters
- Washington, District of Columbia
- CRD number
- 300385
- Website
- vivuto.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Vivuto, LLC is a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm operates under a fee structure based on a percentage of assets under management (AUM) and caters to a client base that includes both individual clients and families. While not classified as a multi-state adviser, Vivuto has established itself as a player in the wealth management space, emphasizing personalized advisory activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
1 of 1JOSEPH PUNIO
Investment AdvisorCRD 5980594
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Washington, DC
DISTRICT OF COLUMBIA
Location
Washington, DC
Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- DISTRICT OF COLUMBIA
- Address
- 1050 Connecticut Ave NW
- Time zone
- ET (UTC-5)
- Office locations
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