Investment adviser · CRD 332900

VINTRIS WEALTH MANAGEMENT

Investment adviser filing (IA)

VINTRIS WEALTH MANAGEMENT LLC

· Form ADV filed Nov 20, 2024

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
2
Investment advisory functions

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: Nov 20, 2024. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Fixed

Principal office

CRD 332900

Filing source

Form ADV 1914697 · Nov 20, 2024 · 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.