CRD: 312336
Vineyard Family Wealth Advisors
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-12-2021
- Office Locations
- 1
Office Locations
About Vineyard Family Wealth Advisors
Vineyard Family Wealth Advisors is a Houston-based, fee-only fiduciary RIA serving entrepreneurs, executives, and newly responsible stewards with concierge, comprehensive advice and portfolio guidance. They build and implement practical action plans spanning tax and estate planning coordination, insurance and cash-flow planning, and tailored capital management focused on asset allocation and risk alignment. A key differentiator is multi-generational family stewardship education.
Team overview
Insights
Client Personas
Custodian
Investment Themes
Platform
Services
Technology
Owner & Executives
RODNEY EDWARD JAMES
Chief Compliance Officer, Chief Executive Officer, Wealth Advisor
- CRD
- #5615682
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $78,128,813 | $738,312 |
| Non-Discretionary | $0 | -- |
| Total | $78,128,813 | $738,312 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
Continue browsing