Vineyard Wealth Advisory LLC

Vineyard Wealth Advisory LLC (CRD# 179529) is a financial advisory firm headquartered in , . They manage $26,847,193 in 80 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    80
    ACCOUNTS
  • Average Account Value
    $335,590
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Vineyard Wealth Advisory LLC
Showing 1 - 1 of 1 top financial advisors.
1
Paul Valencia, financial advisor Temecula CA
Paul F. Valencia
CRD#: 1074828
Temecula, CA

Paul Valencia (CRD# 1074828) is an Investment Advisor Representative working at Vineyard Wealth Advisory LLC in Temecula, CA and has over 36 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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