Investment adviser · CRD 312224
VT WEALTH MANAGEMENT PANAMA SA
Investment adviser filing (IA)
PANAMA, Panama · Form ADV filed Jan 28, 2021
- Regulatory AUM
- $1.24M Form ADV · Item 5.F
- Client accounts
- 2 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | Fewer than 5 | $1,238,588 | 100.0% |
Filing source
Form ADV 1477657 · Jan 28, 2021 · 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 fundsThe 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: Jan 28, 2021. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed · Commissions · Performance-based
Principal office
EDIFICIO TOP TOWER, COSTA DEL ESTEPANAMA, 0801, Panama
CRD 312224
Filing source
Form ADV 1477657 · Jan 28, 2021 · 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.