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VINEYARD WEALTH ADVISORY LLC

Advisory

CA

Data as of Feb 25, 2026 · Source: SEC Form ADV

Rank in CA
#3,700
of 5,480 advisers by AUM
Average account
$434K
across 91 accounts
AUM per adviser
$20M
2 advisers

Source: SEC Form ADV. Figures as filed Feb 25, 2026.

Total AUM
$40M
Discretionary %
0%
Clients
76
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$40M
Discretionary AUM$0
Non-Discretionary AUM$40M
Discretionary %0%
Total Clients76
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

DIAMOND PORTFOLIO ADVISORS, LLC
LOS ANGELES, CA
$40M
-44.7% 1Y
ARCHER ROW FINANCIAL, LLC
$39M
LINDSAY, CHRISTOPHER BLAIR
APPLE VALLEY, CA
$39M
FEMMX FINANCIAL
SAN FRANCISCO, CA
$40M
+11.5% 1Y
CATTON CAPITAL PARTNERS, LLC
SAN FRANCISCO, CA
$40M
ACC INVESTMENT MANAGEMENT, INC.
BURLINGAME, CA
$40M
+37.8% 1Y

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