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VIENNA ASSET MANAGEMENT LLC
CRD 299725 · SEC 801-122371
14657 BIG BASIN WAY, SARATOGA, CA, 95070, United States
Phone
408-882-1770
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$256.5M
Discretionary AUM
$256.5M
Team
4 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-04-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 134 | $256.5M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD