V
$9.7M Total AUM
$9.7M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Deutsche Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-06-2025
- Office Locations
- 1
Office Locations
-- Savannah GA
About VDB Wealth
VDB Wealth is a Savannah-based RIA. The firm has been operating for 1 years. Managing $9.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Deutsche Bank.
Team overview
-- AVG AGE
$9.7M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
ANDREW HUGHES VANDENBERG
Chief Compliance Officer
- CRD
- #6151553
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,673,593 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,673,593 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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