Unclaimed Profile

Zachary Wilson Perry

VINE STREET WEALTH MANAGEMENT, LLC·MILL VALLEY, California

Series 6Clean record12 years registeredVINE STREET WEALTH MANAGEMENT, LLC

100 SHORELINE HIGHWAY, SUITE B300, MILL VALLEY, CA 94941CRD# 2683721Firm CRD# 170748

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Zachary Wilson Perry · MILL VALLEY, CA

Registration

CRD #2683721 · VINE STREET WEALTH MANAGEMENT, LLC · 12 years registered

Brand Profile

Not yet started

Career History

ROBERTSON STEPHENS

Mar 2020 – present

SEAPLANE PARTNERS, LLC

Dec 2017 – Mar 2020

Mill Valley, CA

VINE STREET WEALTH MANAGEMENT, LLC

May 2014 – Mar 2020

Mill Valley, CA

Registrations & Exams

FINRA examinations passed

Series 6

Registration record

First registered · May 9, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VINE STREET WEALTH MANAGEMENT, LLC

CRD 170748 · SEC 801-111877

AUM

$135M

Regulatory assets under management

Employees

158 client accounts

Services offered by VINE STREET WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at VINE STREET WEALTH MANAGEMENT, LLC →

Introduction

Speak with Zachary

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Zachary is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MILL VALLEY?

Browse all registered financial advisors in MILL VALLEY, California or claim this profile if it's yours.

Browse MILL VALLEY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Zachary Wilson Perry offer?

Zachary Wilson Perry specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in MILL VALLEY, California for a consultation.

What are Zachary Wilson Perry's credentials?

Zachary Wilson Perry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Zachary Wilson Perry located?

Zachary Wilson Perry is based in MILL VALLEY, California, working with VINE STREET WEALTH MANAGEMENT, LLC. Their office serves clients in the MILL VALLEY metropolitan area and surrounding communities.

How does Zachary Wilson Perry charge for services?

Zachary Wilson Perry's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VINE STREET WEALTH MANAGEMENT, LLC?

VINE STREET WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $135M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →