VINEYARD WEALTH GROUP, LLC
CRD #330619 SEC #801-131617 WEST TISBURY, MA (508) 696-2000
SEC Registered
Total AUM
$441K
Discretionary
$441K
Employees
1
Clients
0
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $441K | $441K | $0 | 1 | 0 |
| Feb 2025 | $441K | $441K | $0 | 1 | 0 |
| Feb 2025 | $0 | $0 | $0 | 1 | 0 |
| Dec 2024 | $0 | $0 | $0 | 1 | 0 |
| Nov 2024 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$441K
Discretionary$441K
Non-Disc.$0
Employees1
Clients0
DateFeb 2025
Total AUM$441K
Discretionary$441K
Non-Disc.$0
Employees1
Clients0
DateFeb 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0