Bank / Wealth / TrustRIA · CRD 299725SEC-Registered

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Vienna Asset Management

Vienna Asset Management was established in 2018 and operates from Cupertino, California — a location that places it squarely within the orbit of Apple's...

Vienna Asset Management logo

Vienna Asset Management

Vienna Asset Management was established in 2018 and operates from Cupertino, California — a location that places it squarely within the orbit of Apple's headquarters and the broader South Bay technology corridor. The firm was built to serve individuals and high-net-worth individuals, a category that in this geography frequently includes senior engineers, product leaders, and early employees of the region's largest public technology companies. The firm's Cupertino address implies a geographic concentration in Santa Clara County and the western side of the Valley, though remote-client relationships are now standard across the RIA industry. Vienna does not publicly disclose individual portfolio holdings, manager selections, or co-investment partners. Vienna has not published its assets under management or total client count. As of mid-2026, no regulatory filings, press mentions, or industry databases carry a verifiable AUM figure for the firm. Team size, formal leadership structure, and the number of client relationships are similarly absent from the public record. The firm's website — vamladvisors. The firm's structural differentiator remains its embedded location in Cupertino, one of the nation's highest concentrations of technology-based wealth. Success in that corridor often depends on word-of-mouth networks within a single employer's alumni community — an informal referral engine that can sustain a small advisory practice indefinitely without traditional marketing or public visibility.

General information

Firm type

Bank / Wealth / Trust

Year founded

2018

Location

Region

North America

Country

United States

City

Saratoga

Corporate office

Cupertino, CA, United States

Frequently asked questions

What is Vienna Asset Management's known posture on alternative investments?

Vienna has not publicly stated any position on private equity, venture capital, hedge funds, real assets, or direct investments. The firm's described service set — financial planning, investment management, and portfolio management — does not specify whether alternatives are included, negotiated client-by-client, or excluded entirely. Without a Form ADV or investment-strategy disclosure, no conclusion can be drawn about alternative-asset access or appetite.

Is Vienna Asset Management affiliated with any bank, trust company, or larger financial institution?

No affiliation with a bank, trust company, broker-dealer, or larger financial institution has been disclosed by Vienna Asset Management. The firm's Cupertino address and independent domain — vamladvisors.com — suggest a standalone RIA structure. However, many small RIAs custody client assets at a major custodian like Schwab or Fidelity without disclosing the relationship publicly, and no custody information is available for Vienna.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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