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Building 2VILLAGE WEALTH ADVISORS

Map pinWESTLAKE VILLAGE, CA
Phone805-603-4960
NotebookSEC #801-121298
Total AUM
$257.9M
Employees
3
Clients
241

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2945 TOWNSGATE ROAD
SUITE 120
WESTLAKE VILLAGE
CA 91361
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
805-603-4960

ReceiptFinancials

Total AUM
$257.9M
Accounts
517
Discretionary
$257.9M
Accounts
517
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
141
AUM
$34.3M
HNW Individual Clients
99
AUM
$223.3M
Corporation or Business Clients
1
AUM
$280.3K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIDKSMANCNJNVNYOHORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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