# Vail Financial Advisors

Vail Financial Advisors is a Multi Family Office based in Vail, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Vail, United States
- **Region:** North America
- **Address:** Vail, CO, United States
- **Founded:** 2003
- **Assets under management:** Undisclosed
- **Website:** vailfinancialadvisors.com

## Regulatory record

- **CRD number:** 312568
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/312568

## About

VAIL FINANCIAL ADVISORS is a state-registered investment adviser. It has one office and employs one employee and one investment adviser.

## Sectors

- Real Estate
- Infrastructure
- Private Credit
- Hedge Funds
- Secondaries & Special Situations

## People

- John S. Wohlstetter — Managing Partner

## Questions

### What types of assets does Vail Financial Advisors invest in?

The firm allocates across private credit, real estate, infrastructure, hedge funds, and secondaries. It focuses on direct investments and co-investments, often sourced through its network of family clients.

### Does Vail Financial Advisors disclose its AUM?

No, the firm does not publicly disclose its AUM. Its filing status is as an RIA, and it has not published an AUM figure.

### Where is Vail Financial Advisors based?

The firm is headquartered in Vail, Colorado. It operates from a single office and does not have publicly listed additional locations.

## Related profiles

- [Three Waters Financial](https://altss.com/profile/three-waters-financial)
- [Rumi Capital Partners LP](https://altss.com/profile/rumi-capital-partners-lp)

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Last updated: 2026-07-06T01:24:27.952Z

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