RIA Intel›Advisers›California›VANGUARD PERSONALIZED INDEXING MANAGEMENT

VANGUARD PERSONALIZED INDEXING MANAGEMENT

Advisory

N·OAKLAND, CA

Data as of Jul 2, 2026 · Source: SEC Form ADV

Total AUM
$11.4B
1-Year AUM Growth
0.0%
3-Year CAGR
+82.0%
Employees
6
Assets Under Management
Total AUM$11.4B
Discretionary AUM$11.4B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients165
Team
Total Employees6
Investment Advisers39
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record22
First FilingNov 26, 2018
Latest FilingJul 2, 2026
🔒 Full AUM trend chart and 22 historical filings spanning 8+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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