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VINEYARD FAMILY WEALTH ADVISORS
VINEYARD FAMILY WEALTH, LLC
CRD 312336 · SEC 801-120274
800 TOWN AND COUNTRY BOULEVARD, SUITE 500, HOUSTON, TX, 77024, United States
Phone
(832) 500-8985
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$78.1M
Discretionary AUM
$78.1M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 13 | $78.1M |
All web addresses on file
Official SEC filing: View on IAPD