V
$39.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
76 ADV. Clients
11 yrs Firm Age
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- Custodian
- Interactive Brokers ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-05-2015
- Office Locations
- 1
Office Locations
-- Temecula CA
About Vineyard Wealth Advisory LLC
Vineyard Wealth Advisory LLC is a Temecula-based RIA. The firm has been operating for 11 years. Managing $39.5M in total assets under management, with 2 advisory representatives. They custody assets with Interactive Brokers and LPL Financial.
Team overview
-- AVG AGE
$19.8M AVG AUM / ADVISOR
$519.8K AVG AUM / CLIENT
6.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
Insights
Available
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Services
Available
Owner & Executives
P
PAUL FREDERICK VALENCIA MR
INVESTMENT ADVISOR REPRESENTATIVE, President
- CRD
- #1074828
- Ownership
- 75% or more
Available
Available
Available
J
JARED PAUL VALENCIA
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #5281041
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $39,503,219 | -- |
| Total | $39,503,219 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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