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- Custodian
- Merrill Lynch · Morgan Stanley · Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-17-2019
- Office Locations
- 1
Office Locations
About Vivuto, LLC
Vivuto Wealth Management (Vivuto, LLC) is a Washington, DC wealth management firm led by financial advisor Joseph Punio. It provides financial planning, estate planning and charitable giving, plus planning for business owners and small-business retirement plans, with a focus on high-income earners and healthcare professionals (including special-needs families). Client portfolios are implemented primarily with ETFs.
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Owner & Executives
JOSEPH JEREMANE PUNIO
Chief Compliance Officer, Managing Member
- CRD
- #5980594
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,340,000 | -- |
| Non-Discretionary | $3,760,000 | -- |
| Total | $8,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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