RIA Intel›Advisers›Wyoming›VICTORY WEALTH MANAGEMENT, LLC

VICTORY WEALTH MANAGEMENT, LLC

Advisory

WY

Data as of Jan 7, 2026 · Source: SEC Form ADV

Total AUM

$28M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$28M

Discretionary AUM$28M

Non-Discretionary AUM$0

Discretionary %—

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, IL, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in WY

Closest by assets under management. All figures from Form ADV.

HALE FINANCIAL SOLUTIONS, LLC

$27M

IN TOUCH FINANCIAL MANAGEMENT LLC

$27M

POLYGON INVESTMENT MANAGEMENT, LLC

$29M

FORTUNATO PARTNERS, LLC

$29M

COLORADO WESTERN FINANCIAL

$25M

DARIAN CAPITAL MANAGEMENT, LLC

$25M

Get the full picture on VICTORY WEALTH MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track VICTORY WEALTH MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans