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VCM WEALTH
610-489-3018
SEC #801-135663Total AUM
$104.8M
Employees
2Clients
297Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
8 AM - 5 PM
Monday - Friday
Monday - Friday
Phone
610-489-3018
Financials
Total AUM
$104.8M
Accounts
297Discretionary
$104.8M
Accounts
297Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
142AUM
$13.4M
HNW Individual Clients
149AUM
$90.3M
Pension/Profit Sharing Plan Clients
1AUM
$69.6K
Charitable Organization Clients
4AUM
$976.6K
Corporation or Business Clients
1AUM
$8K
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
DEFLNJPA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.