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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2025
- 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 |
|---|---|---|---|---|
| Joiner, Grant, Alan | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| Joiner, Grant, Alan | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| Joiner, Grant, Alan | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| Joiner, Grant, Alan | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| Joiner, Grant, Alan | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| Joiner, Grant, Alan | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 29, 2025 REGISTERED
Notice Filings (1)
MA
Address
1076 STATE ROADWEST TISBURY, MA 02575
United States
Phone: (508) 696-2000