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VINTAGE WEALTH MANAGEMENT GROUP
VINTAGE WEALTH MANAGEMENT GROUP, INC.
CRD 151092
129 WEST TRADE STREET, SUITE 1640, CHARLOTTE, NC, 28202, United States
Phone
(704) 719-2225
Fax
(704) 930-0116
Registration
— (—)
Source
State registered
Total AUM
$51.2M
Discretionary AUM
$51.2M
Team
2 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 154 | $21.8M |
| High net worth individuals | 12 | $20.3M |
| Pension/profit sharing plans | 2 | $5.2M |
| Corporations/business entities | 1 | $3.9M |
All web addresses on file
Official SEC filing: View on IAPD