RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 28, 2019
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BERNABEI, JOHN, CARLOIMANAGING DIRECTOR/CHIEF COMPLIANCE OFFICERC Control
BERNABEI, JOHN, CARLOIMANAGING DIRECTOR/CHIEF COMPLIANCE OFFICERC Control
BERNABEI, JOHN, CARLOIMANAGING DIRECTOR/CHIEF COMPLIANCE OFFICERC Control
BERNABEI, JOHN, CARLOIMANAGING DIRECTOR/CHIEF COMPLIANCE OFFICERC Control
BERNABEI, JOHN, CARLOIMANAGING DIRECTOR/CHIEF COMPLIANCE OFFICERC Control
Kovriga, AlexanderIMANAGING DIRECTOR/CO-CHIEF INVESTMENT OFFICERC Control
Kovriga, AlexanderIMANAGING DIRECTOR/CO-CHIEF INVESTMENT OFFICERC Control
Kovriga, AlexanderIMANAGING DIRECTOR/CO-CHIEF INVESTMENT OFFICERC Control
PERRY, ZACHARY, WILSONIMANAGING DIRECTOR/CO-CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICERC Control
PERRY, ZACHARY, WILSONIMANAGING DIRECTOR/CO-CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICERC Control
PERRY, ZACHARY, WILSONIMANAGING DIRECTOR/CO-CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICERC Control
VINE STREET HOLDINGS, LLCDEMEMBERC
VINE STREET HOLDINGS, LLCDEMEMBERC
VINE STREET HOLDINGS, LLCDEMEMBERC
VINE STREET HOLDINGS, LLCDEMEMBERC
VINE STREET HOLDINGS, LLCDEMEMBERC
VINE STREET HOLDINGS, LLCDEMEMBERC
VINE STREET HOLDINGS, LLCDEMEMBERC
VINE STREET HOLDINGS, LLCDEMEMBERC
VINE STREET HOLDINGS, LLCDEMEMBERC
VINE STREET HOLDINGS, LLCDEMEMBERC
VINE STREET HOLDINGS, LLCDEMEMBERC
BERNABEI, JOHN, CARLOIMANAGING DIRECTOR/CHIEF COMPLIANCE OFFICERB Control
BERNABEI, JOHN, CARLOIMANAGING DIRECTORB Control
BERNABEI, JOHN, CARLOIMANAGING DIRECTOR/CHIEF COMPLIANCE OFFICERB Control
BERNABEI, JOHN, CARLOIPARTNERB
BERNABEI, JOHN, CARLOIPARTNERB
BERNABEI, JOHN, CARLOIPARTNERB
Kovriga, AlexanderIMANAGING DIRECTORB Control
Kovriga, AlexanderIMANAGING DIRECTORB Control
Kovriga, AlexanderIMANAGING DIRECTORB Control
Kovriga, AlexanderIMANAGING DIRECTOR/CO-CHIEF INVESTMENT OFFICERB Control
Kovriga, AlexanderIMANAGING DIRECTOR/CO-CHIEF INVESTMENT OFFICERB Control
Kovriga, AlexanderIMANAGING DIRECTORB Control
Kovriga, AlexanderIMANAGING DIRECTOR/CO-CHIEF INVESTMENT OFFICERB Control
Kovriga, AlexanderIMANAGING DIRECTORB Control
PERRY, ZACHARY, WILSONIMANAGING DIRECTORB Control
PERRY, ZACHARY, WILSONIMANAGING DIRECTORB Control
PERRY, ZACHARY, WILSONIMANAGING DIRECTORB Control
PERRY, ZACHARY, WILSONIMANAGING DIRECTOR/CO-CHIEF INVESTMENT OFFICERB Control
PERRY, ZACHARY, WILSONIMANAGING DIRECTOR/CO-CHIEF INVESTMENT OFFICER/CCOB Control
PERRY, ZACHARY, WILSONIMANAGING DIRECTORB Control
PERRY, ZACHARY, WILSONIMANAGING DIRECTOR/CO-CHIEF INVESTMENT OFFICERB Control
PERRY, ZACHARY, WILSONIMANAGING DIRECTORB Control
LAU, CAROLINA, YANNIMANAGING DIRECTOR/CHIEF OPERATING OFFICERA Control
LAU, CAROLINA, YANNIMANAGING DIRECTOR/CHIEF OPERATING OFFICERA Control
LAU, CAROLINA, YANNIMANAGING DIRECTOR/CHIEF OPERATING OFFICERA Control
LAU, CAROLINA, YANNIMANAGING DIRECTOR/CHIEF OPERATING OFFICERA Control
LAU, CAROLINA, YANNIMANAGING DIRECTOR/CHIEF OPERATING OFFICERA Control
LAU, CAROLINA, YANNIMANAGING DIRECTOR/CHIEF OPERATING OFFICERA Control
LAU, CAROLINA, YANNIMANAGING DIRECTOR/CHIEF OPERATING OFFICERA Control
LAU, CAROLINA, YANNIMANAGING DIRECTOR/CHIEF OPERATING OFFICERA Control
LAU, CAROLINA, YANNIMANAGING DIRECTOR/CHIEF OPERATING OFFICERA Control
LYONS, JOHN, EDWARDIMANAGING DIRECTORA Control
LYONS, JOHN, EDWARDIMANAGING DIRECTORA Control
LYONS, JOHN, EDWARDIMANAGING DIRECTORA Control
LYONS, JOHN, EDWARDIMANAGING DIRECTORA Control
LYONS, JOHN, EDWARDIMANAGING DIRECTORA Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
BERNABEI, JOHN, CARLOIVS HOLDINGSC Control
BERNABEI, JOHN, CARLOIVS HOLDINGSC Control
BERNABEI, JOHN, CARLOIVS HOLDINGSC Control
BERNABEI, JOHN, CARLOIVS HOLDINGSC Control
BERNABEI, JOHN, CARLOIVINE STREET HOLDINGS, LLCC Control
BERNABEI, JOHN, CARLOIVS HOLDINGSC Control
BERNABEI, JOHN, CARLOIVS HOLDINGSC Control
BERNABEI, JOHN, CARLOIVS HOLDINGSC Control
BERNABEI, JOHN, CARLOIVINE STREET HOLDINGS, LLCC Control
BERNABEI, JOHN, CARLOIVINE STREET HOLDINGS, LLCC Control
BERNABEI, JOHN, CARLOIVINE STREET HOLDINGS, LLCC Control
Kovriga, AlexanderIVS HOLDINGSC Control
Kovriga, AlexanderIVS HOLDINGSC Control
Kovriga, AlexanderIVS HOLDINGSC Control
Kovriga, AlexanderIVS HOLDINGSC Control
Kovriga, AlexanderIVINE STREET HOLDINGS, LLCC Control
Kovriga, AlexanderIVS HOLDINGSC Control
Kovriga, AlexanderIVS HOLDINGSC Control
Kovriga, AlexanderIVS HOLDINGSC Control
Kovriga, AlexanderIVINE STREET HOLDINGS, LLCC Control
Kovriga, AlexanderIVINE STREET HOLDINGS, LLCC Control
Kovriga, AlexanderIVINE STREET HOLDINGS, LLCC Control
PERRY, ZACHARY, WILSONIVS HOLDINGSC Control
PERRY, ZACHARY, WILSONIVS HOLDINGSC Control
PERRY, ZACHARY, WILSONIVS HOLDINGSC Control
PERRY, ZACHARY, WILSONIVS HOLDINGSC Control
PERRY, ZACHARY, WILSONIVINE STREET HOLDINGS, LLCC Control
PERRY, ZACHARY, WILSONIVS HOLDINGSC Control
PERRY, ZACHARY, WILSONIVS HOLDINGSC Control
PERRY, ZACHARY, WILSONIVS HOLDINGSC Control
PERRY, ZACHARY, WILSONIVINE STREET HOLDINGS, LLCC Control
PERRY, ZACHARY, WILSONIVINE STREET HOLDINGS, LLCC Control
PERRY, ZACHARY, WILSONIVINE STREET HOLDINGS, LLCC Control

Registrations

Federal

IA
Apr 28, 2019 REGISTERED

Notice Filings (1)

CA

Address

100 SHORELINE HIGHWAY, SUITE B300
MILL VALLEY, CA 94941
United States
Phone: (415) 688-4444