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FRUIT OF THE VINE FINANCIAL, LLC
CRD 325004
2810 OAK RUN PKWY STE 400-D, NEW BRAUNFELS, TX, 78132, United States
Phone
(830)282-0654
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$8.4M
Discretionary AUM
$8.4M
Team
1 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)RETIREMENT PLAN CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $1.3M |
| High net worth individuals | 2 | $7.1M |
All web addresses on file
- http://www.fruitofthevinefinancial.com/
- http://www.linkedin.com/in/della-stegall-cfp%C2%AE-cima%C2%AE-ricp%C2%AE-752b33126
- https://www.linkedin.com/company/fruit-of-the-vine-financial/
- https://www.facebook.com/profile.php?id=100094603964423
- https://www.facebook.com/profile.php?id=100094456705104
- https://www.pinterest.com/della3542
Official SEC filing: View on IAPD