Investment adviser · CRD 170748

VINE STREET WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

MILL VALLEY, CA, United States · Form ADV filed Apr 28, 2019

Regulatory AUM: $135M
Client accounts: 158
Employees: 5
Advisory professionals: 4

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	21	$121,154,382	89.6%
Individuals	24	$10,688,282	7.9%
Retirement plans	Fewer than 5	$3,349,565	2.5%
Banks & thrifts	Fewer than 5	$0	0.0%
Charities	Fewer than 5	$0	0.0%
Government entities	Fewer than 5	$0	0.0%
Other investment advisers	Fewer than 5	$0	0.0%
Insurance companies	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%
Corporations & businesses	Fewer than 5	$0	0.0%

Filing source

Form ADV 1318982 · Apr 28, 2019 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 28, 2019. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets

Principal office

100 SHORELINE HIGHWAY, SUITE B300
MILL VALLEY, CA, 94941, United States

CRD 170748

Filing source

Form ADV 1318982 · Apr 28, 2019 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.