Vb&t Wealth Management LLC
● SEC registered since 2022CRD 318330SEC# 801-123228Scottsdale, AZ
Reg. AUM
$328.3M
Employees
4
Accounts
314
Location
Scottsdale, AZ
Vb&t Wealth Management LLC assets under management
Vb&t Wealth Management LLC operates as an SEC-registered investment adviser based in Scottsdale, AZ. The firm has been registered since 2022. It reports $328.3 million in regulatory assets under management and employs 4 people.
Vb&t Wealth Management LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jenifer Warnhoff | Chief Compliance Officer | Under 5% | 2022 |
| Vb&t Holding Company LLC Control | Holding Company | Over 75% | 2022 |
| Daniel Christopher Thompson | Manager | — | 2022 |
Frequently asked questions
How much does Vb&t Wealth Management LLC manage?
Vb&t Wealth Management LLC reports $328.3 million in regulatory assets under management on its Form ADV.
How many employees does Vb&t Wealth Management LLC have?
Vb&t Wealth Management LLC reports 4 employees.
Where is Vb&t Wealth Management LLC located?
Vb&t Wealth Management LLC is based in Scottsdale, AZ and has been SEC-registered since 2022.
Does Vb&t Wealth Management LLC disclose fund performance?
Vb&t Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4900 N. Scottsdale Road, Ste 1500, Scottsdale, AZ 85251 |
| Phone | 480-999-9900 |
| Office hours | 9-5 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$328.3M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$328.3Mregulatory AUM
Discretionary $328.3M