Vine Street Wealth Management, LLC

Vine Street Wealth Management, LLC (CRD# 170748) is a financial advisory firm headquartered in Mill Valley, CA. They manage $101,849,033 in 121 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    102
    MILLION
  • Total Number of Accounts
    121
    ACCOUNTS
  • Average Account Value
    $841,728
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Vine Street Wealth Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
John C. Bernabei
CRD#: 2187056
100 Shoreline Highway, Suite B300, Mill Valley, CA 94941
96
Wealthminder
score

John Bernabei (CRD# 2187056) is an Investment Advisor Representative working at Vine Street Wealth Management, LLC in Mill Valley, CA and has over 26 years of experience in the finance industry. John Bernabei has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John E. Lyons
CRD#: 1416835
100 Shoreline Highway, Suite B300, Mill Valley, CA 94941
93
Wealthminder
score

John Lyons (CRD# 1416835) is an Investment Advisor Representative working at Vine Street Wealth Management, LLC in Mill Valley, CA and has over 31 years of experience in the finance industry.

3
Peter A. Goetz
CRD#: 6597387
300 Tamal Plaza, Suite 280, Corte Madera, CA 94925
90
Wealthminder
score

Peter Goetz (CRD# 6597387) is an Investment Advisor Representative working at Vine Street Wealth Management, LLC in Corte Madera, CA and has 1 year of experience in the finance industry.

4
Zachary W. Perry
CRD#: 2683721
100 Shoreline Highway, Suite B300, Mill Valley, CA 94941
90
Wealthminder
score

Zachary Perry (CRD# 2683721) is an Investment Advisor Representative working at Vine Street Wealth Management, LLC in Mill Valley, CA and has 1 year of experience in the finance industry.

5
Alexander Kovriga
CRD#: 6050274
100 Shoreline Highway, Suite B300, Mill Valley, CA 94941
87
Wealthminder
score

Alexander Kovriga (CRD# 6050274) is an Investment Advisor Representative working at Vine Street Wealth Management, LLC in Mill Valley, CA and has 1 year of experience in the finance industry.

6
John A. Scheuring
CRD#: 6607887
100 Shoreline Highway, Suite B300, Mill Valley, CA 94941
87
Wealthminder
score

John Scheuring (CRD# 6607887) is an Investment Advisor Representative working at Vine Street Wealth Management, LLC in Mill Valley, CA and has 1 year of experience in the finance industry.

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