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VINE STREET WEALTH MANAGEMENT, LLC
VINE STREET WEALTH MANAGEMENT, LLC
MILL VALLEY, California
·
4 registered advisors
·
CRD# 170748
SEC# 801-111877
0
(415) 688-4444
01
Firm Overview
AUM
$135M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
04
Advisors at VINE STREET WEALTH MANAGEMENT, LLC
4 registered advisors
Carolina Yann Lau
MILL VALLEY, California
CRD# 4459586
John Carlo Bernabei
MILL VALLEY, California
CRD# 2187056
John Edward Lyons
MILL VALLEY, California
CRD# 1416835
Zachary Wilson Perry
MILL VALLEY, California
CRD# 2683721
05
Office Locations
MILL VALLEY, California
4 advisors
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Data sourced from SEC Form ADV filings. VINE STREET WEALTH MANAGEMENT, LLC (CRD# 170748) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.