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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-27-2025
- Office Locations
- 1
Office Locations
About VIP Wealth Advisors
VIP Wealth Advisors delivers flat-fee financial planning, integrated tax strategy/prep, and 0% AUM investment management for high-income professionals, founders, and business owners, often with equity compensation and real estate complexity. Portfolios emphasize globally diversified ETFs with tax-aware implementation (e.g., TLH and direct indexing), plus retirement and estate coordination via a secure client portal and proactive meeting cadence. Led by Mark Stancato, CFP®, EA.
Team overview
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CRM
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Investment Themes
Investment Vehicles
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Owner & Executives
MARK ALLEN STANCATO
Chief Compliance Officer, FOUNDER, LEAD ADVISOR
- CRD
- #2709160
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,519,967 | $338,750 |
| Non-Discretionary | $93,579,264 | $850,721 |
| Total | $126,099,231 | $612,132 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
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