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VIM WEALTH MANAGEMENT, LLC
CRD 311641
2332 GALIANO ST., 2ND FLOOR, CORAL GABLES, FL, 33134, United States
Phone
305-905-8950
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$31.1M
Discretionary AUM
$31.1M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Subscription fees
Org form
Limited Liability Company
Filing date
2026-05-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $3.6M |
| High net worth individuals | 50 | $27.5M |
All web addresses on file
- https://www.linkedin.com/in/vonnellmartinez/
- https://www.linkedin.com/company/financial-advice-for-italians-in-the-usa/about/?viewAsMember=true
- https://vimwealthmanagement.com/
- https://www.linkedin.com/company/vim-wealth-management
- https://www.linkedin.com/company/vim-capital-group
- https://calendly.com/marcoberna/conversazione
- https://vimcapitalgroup.com
- https://vimglobaladvisors.com/
- https://calendy.com/vimwealthmanagement
- https://www.linkedin.com/in/bernamarco/
- https://www.facebook.com/vonnellvim
Official SEC filing: View on IAPD