VINEYARD FAMILY WEALTH, LLC
Legal name: VINEYARD FAMILY WEALTH ADVISORS
CRD #312336 SEC #801-120274 HOUSTON, TX (832) 500-8985
SEC Registered
Total AUM
$42.1M
Discretionary
$42.1M
Employees
1
Clients
11
Accounts
57
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2022 | $42.1M | $42.1M | $0 | 1 | 0 |
| Sep 2022 | $42.1M | $42.1M | $0 | 1 | 0 |
| Jul 2022 | $42.1M | $42.1M | $0 | 1 | 0 |
| Mar 2022 | $104.6M | $104.6M | $0 | 1 | 0 |
| Nov 2021 | $100.5M | $100.5M | $0 | 1 | 0 |
| Mar 2021 | $0 | $0 | $0 | 3 | 0 |
| Jan 2021 | $0 | $0 | $0 | 1 | 0 |
DateSep 2022
Total AUM$42.1M
Discretionary$42.1M
Non-Disc.$0
Employees1
Clients0
DateSep 2022
Total AUM$42.1M
Discretionary$42.1M
Non-Disc.$0
Employees1
Clients0
DateJul 2022
Total AUM$42.1M
Discretionary$42.1M
Non-Disc.$0
Employees1
Clients0
DateMar 2022
Total AUM$104.6M
Discretionary$104.6M
Non-Disc.$0
Employees1
Clients0
DateNov 2021
Total AUM$100.5M
Discretionary$100.5M
Non-Disc.$0
Employees1
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0