$257.9M Total AUM
$257.9M Disc. AUM
23.3% 3Y CAGR
3 Employees
240 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-10-2018
- Office Locations
- 2
Office Locations
2945 Townsgate Road Suite 120 Westlake Village CA
-- -- --
About Village Wealth Advisors
Village Wealth Advisors is a Westlake Village-based RIA with 2 offices. The firm has been operating for 7 years. Managing $257.9M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Team overview
40 AVG AGE
$86.0M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
6 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
7yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
NAYIVI VERONICA VELEZ
Chief Compliance Officer, Managing Member, President, Wealth Advisor
- CRD
- #6133809
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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A
ANDREW STEVEN BROOKS
Wealth Advisor
- CRD
- #6298132
Available
Available
Available
JON Westfall COURTNEY JR.
Advisor
- CRD
- #4705452
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $257,908,095 | $498,855 |
| Non-Discretionary | $0 | -- |
| Total | $257,908,095 | $498,855 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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