Sign in
Create a free account
VINE STREET WEALTH MANAGEMENT, LLC
MILL VALLEY, CA
(415) 688-4444
SEC #801-111877Total AUM
$135.2M
Employees
5Clients
54Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
100 SHORELINE HIGHWAY, SUITE B300
MILL VALLEY
CA 94941
United States
MILL VALLEY
CA 94941
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Monday - Friday
Phone
(415) 688-4444
Financials
Total AUM
$135.2M
Accounts
158Discretionary
$128.1M
Accounts
105Non-Discretionary
$7.1M
Accounts
53
Clients
Individual Clients
24AUM
$10.7M
HNW Individual Clients
21AUM
$121.2M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
2AUM
$3.3M
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$0
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.