CRD: 152221
Victory Wealth Management, LLC
$69.3M Total AUM
$69.0M Disc. AUM
-- 3Y CAGR
2 Employees
79 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-16-2010
- Office Locations
- 1
Office Locations
1592 11th Street, Suite A Reedley CA
About Victory Wealth Management, LLC
Victory Wealth Management, LLC is a fee-based, independent RIA providing investment management and wealth management to retail clients, focused on helping individuals grow and protect assets toward long-term financial goals. The firm emphasizes acting in clients’ best interests without commission or broker-dealer influence and custodies client assets at Charles Schwab.
Team overview
-- AVG AGE
$69.3M AVG AUM / ADVISOR
$877.1K AVG AUM / CLIENT
15.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
TODD RAYMOND SORENSEN
Managing Member
- CRD
- #2408435
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $69,038,842 | $343,476 |
| Non-Discretionary | $249,340 | $2,157 |
| Total | $69,288,182 | $312,758 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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