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VICTORY WEALTH SERVICES, LLC
CRD 290270
3741 KARICIO LANE, SUITE 2, PRESCOTT, AZ, 86303, United States
Phone
928-778-1050
Fax
928-778-1055
Registration
— (—)
Source
State registered
Total AUM
$45.4M
Discretionary AUM
$45.4M
Team
4 total employees; 4 advisory reps; 14 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 141 | $30.4M |
| High net worth individuals | 8 | $13.2M |
| Pooled investment vehicles | 10 | $123K |
| Pension/profit sharing plans | 1 | $61K |
| Corporations/business entities | 3 | $1.6M |
All web addresses on file
Official SEC filing: View on IAPD