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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-09-2021
- Office Locations
- 1
Office Locations
About VIM Wealth Management, LLC
VIM Wealth Management, LLC is a Coral Gables, FL registered investment adviser serving retail clients with discretionary portfolio management. The firm primarily implements equity exposure through ETFs (the majority of its SMA assets), complemented by individual equities and a modest investment-grade corporate bond sleeve. Custody is held at Charles Schwab, and the practice lists Pontera among its platforms.
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Owner & Executives
VONNELL MARTINEZ
Chief Compliance Officer, Founder, President
- CRD
- #6137545
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MARCO BERNA
Founder
- CRD
- #6997915
Jessica Ann Bryan
--
- CRD
- #8049510
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,093,041 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,093,041 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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