VINE STREET WEALTH MANAGEMENT, LLC
CRD #170748 SEC #801-111877 MILL VALLEY, CA (415) 688-4444
SEC Registered
Total AUM
$135.2M
Discretionary
$128.1M
Employees
5
Clients
0
Accounts
158
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2019 | $135.2M | $128.1M | $7.1M | 5 | 0 |
| Apr 2019 | $135.2M | $128.1M | $7.1M | 5 | 0 |
| Mar 2019 | $135.2M | $128.1M | $7.1M | 5 | 0 |
| Jun 2018 | $107.9M | $102.5M | $5.5M | 4 | 0 |
| Dec 2017 | $101.8M | $101.8M | $0 | 5 | 0 |
| Dec 2017 | $101.8M | $101.8M | $0 | 5 | 0 |
| Dec 2017 | $101.8M | $101.8M | $0 | 5 | 0 |
| Nov 2017 | $101.8M | $101.8M | $0 | 5 | 0 |
| Sep 2017 | $101.8M | $101.8M | $0 | 3 | 11 |
| Sep 2017 | $101.8M | $101.8M | $0 | 3 | 11 |
DateApr 2019
Total AUM$135.2M
Discretionary$128.1M
Non-Disc.$7.1M
Employees5
Clients0
DateApr 2019
Total AUM$135.2M
Discretionary$128.1M
Non-Disc.$7.1M
Employees5
Clients0
DateMar 2019
Total AUM$135.2M
Discretionary$128.1M
Non-Disc.$7.1M
Employees5
Clients0
DateJun 2018
Total AUM$107.9M
Discretionary$102.5M
Non-Disc.$5.5M
Employees4
Clients0
DateDec 2017
Total AUM$101.8M
Discretionary$101.8M
Non-Disc.$0
Employees5
Clients0
DateDec 2017
Total AUM$101.8M
Discretionary$101.8M
Non-Disc.$0
Employees5
Clients0
DateDec 2017
Total AUM$101.8M
Discretionary$101.8M
Non-Disc.$0
Employees5
Clients0
DateNov 2017
Total AUM$101.8M
Discretionary$101.8M
Non-Disc.$0
Employees5
Clients0
DateSep 2017
Total AUM$101.8M
Discretionary$101.8M
Non-Disc.$0
Employees3
Clients11
DateSep 2017
Total AUM$101.8M
Discretionary$101.8M
Non-Disc.$0
Employees3
Clients11