RIA Intel›Advisers›North Carolina›VINTAGE WEALTH MANAGEMENT GROUP, INC.

VINTAGE WEALTH MANAGEMENT GROUP, INC.

Advisory

CHARLOTTE, NC

Data as of Mar 13, 2026 · Source: SEC Form ADV

Average account

$202K

across 253 accounts

AUM per adviser

$51M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 13, 2026.

Total AUM

$51M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$51M

Discretionary AUM$51M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients169

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNC

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

169 clients

12 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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