RIA Intel›Advisers›Arizona›VICTORY WEALTH SERVICES, LLC

VICTORY WEALTH SERVICES, LLC

Advisory

PRESCOTT, AZ

Data as of Mar 24, 2026 · Source: SEC Form ADV

Average account

$157K

across 288 accounts

AUM per adviser

$11M

4 advisers

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM

$45M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$45M

Discretionary AUM$45M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients163

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, NV, TX

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

163 clients

8 high-net-worth

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

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

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