RIA Intel›Advisers›Florida›VIM WEALTH MANAGEMENT, LLC

VIM WEALTH MANAGEMENT, LLC

Advisory

CORAL GABLES, FL

Data as of May 29, 2026 · Source: SEC Form ADV

Rank in FL

#1,824

of 2,610 advisers by AUM

Average account

$151K

across 206 accounts

AUM per adviser

$10M

3 advisers

Source: SEC Form ADV. Figures as filed May 29, 2026.

Total AUM

$31M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$31M

Discretionary AUM$31M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients71

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, FL, NJ, NY, 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

71 clients

50 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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DURBIN FINANCIAL ADVISORS, INC.

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