$12.5M Total AUM
$642.9K Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
6 yrs Firm Age
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- Custodian
- Altruist · Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-10-2020
- Office Locations
- 1
Office Locations
-- Yardley PA
About Viking Wealth Management LLC
Viking Capital sponsors passive multifamily real estate investments for accredited investors, targeting apartment and townhome communities in growth corridors like Phoenix’s West Valley. The firm emphasizes on-the-ground execution with dedicated investor relations support and publishes educational market insights. Featured project: Avondale Commons, a 324-unit ground-up community in Avondale, Arizona.
Team overview
56 AVG AGE
$12.5M AVG AUM / ADVISOR
$544.3K AVG AUM / CLIENT
6.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Available
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
M
MICHAEL WILLIAM ZISA
Chief Compliance Officer, Owner, Partner
- CRD
- #4399235
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $642,885 | -- |
| Non-Discretionary | $11,875,452 | -- |
| Total | $12,518,337 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available Private Funds:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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