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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 22, 2022
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERNSTEIN, DANIEL, ADAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CNSL MANAGEMENT ENTERPRISES, LLC | DE | MANAGING MEMBER | E | Control |
| JAMES, RODNEY, EDWARD | I | CHIEF COMPLIANCE OFFICER & CHIEF EXECUTIVE OFFICER | E | Control |
| JAMES, RODNEY, EDWARD | I | CHIEF COMPLIANCE OFFICER & CHIEF EXECUTIVE OFFICER | E | Control |
| JAMES, RODNEY, EDWARD | I | CHIEF COMPLIANCE OFFICER & CHIEF EXECUTIVE OFFICER | E | Control |
| JAMES, RODNEY, EDWARD | I | CHIEF COMPLIANCE OFFICER & CHIEF EXECUTIVE OFFICER | E | Control |
| JAMES, RODNEY, EDWARD | I | CHIEF COMPLIANCE OFFICER & CHIEF EXECUTIVE OFFICER | E | Control |
| JAMES, RODNEY, EDWARD | I | CHIEF COMPLIANCE OFFICER & CHIEF EXECUTIVE OFFICER | E | Control |
Registrations
Federal
IA
Sep 22, 2022 REGISTERED
Notice Filings (1)
TX
Address
800 TOWN AND COUNTRY BOULEVARDSUITE 500
HOUSTON, TX 77024
United States
Phone: (832) 500-8985