Vineyard Wealth Group, LLC
CRD 330619SEC# 801-131617West Tisbury, MA
No longer SEC-registered. Vineyard Wealth Group, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$441K
Employees
1
Accounts
2
Location
West Tisbury, MA
Vineyard Wealth Group, LLC assets under management
Vineyard Wealth Group, LLC is a registered investment adviser overseen by the SEC based in West Tisbury, MA. It reports $441,010 in regulatory assets under management and employs 1 people.
Vineyard Wealth Group, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Grant Alan Joiner Control | Chief Executive Officer And Chief Compliance Officer | Over 75% | 2024 |
Frequently asked questions
How much does Vineyard Wealth Group, LLC manage?
Vineyard Wealth Group, LLC reports $441,010 in regulatory assets under management on its Form ADV.
How many employees does Vineyard Wealth Group, LLC have?
Vineyard Wealth Group, LLC reports 1 employees.
Where is Vineyard Wealth Group, LLC located?
Vineyard Wealth Group, LLC is based in West Tisbury, MA.
Does Vineyard Wealth Group, LLC disclose fund performance?
Vineyard Wealth Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1076 State Road, West Tisbury, MA 02575 |
| Office hours | 9:30 a.m. - 4 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$441KNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$441Kregulatory AUM
Discretionary $441K