$256.5M Total AUM
$256.5M Disc. AUM
23.1% 3Y CAGR
4 Employees
134 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-09-2019
- Office Locations
- 1
Office Locations
14657 BIG Basin WAY Saratoga CA
About Vienna Asset Management LLC
Vienna Asset Management LLC is an independent RIA providing wealth management and financial planning for retail clients, including business owners. The firm focuses on discretionary portfolio management with an asset-allocation and risk-management approach, primarily using ETFs alongside mutual funds and fixed income exposures. Client accounts are custodied with Charles Schwab.
Team overview
-- AVG AGE
$256.5M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
7.5 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Y
Yanjuan Huang
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #5967869
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $256,525,661 | $1,914,371 |
| Non-Discretionary | $0 | -- |
| Total | $256,525,661 | $1,914,371 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Private Funds:
Available Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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