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MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC
CRD 291599 · SEC 801-112370
496 STATE RD, WEST TISBURY, MA, 02575, United States
Phone
(508) 693-8850
Fax
508-693-0171
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$342.9M
Discretionary AUM
$342.9M
Team
6 total employees; 4 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 223 | $64.5M |
| High net worth individuals | 113 | $208.1M |
| Banking/thrift institutions | 2 | $4.1M |
| Charitable organizations | 21 | $54.9M |
| State/municipal entities | 4 | $3.3M |
| Corporations/business entities | 8 | $8.0M |
States served
MD, MA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD