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Village Wealth Advisors
Village Wealth Advisors is an SEC-registered investment adviser in Westlake Village, CA, registered since 2021. The firm manages approximately $258 million...
Overview
Village Wealth Advisors is an SEC-registered investment adviser in Westlake Village, CA, registered since 2021. The firm manages approximately $258 million in regulatory assets. It has 3 employees and 3 investment advisers. VILLAGE WEALTH ADVISORS was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-06-18, it reported 3 employees; 517 advisory accounts; services including Educational seminars and workshops, Financial planning, Portfolio management for individuals and small businesses; client categories including Corporations or other businesses, High net worth individuals, Individuals (other than high net worth individuals); compensation arrangements including A percentage of assets under management, Fixed fees, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
Bank / Wealth / Trust
Year founded
2021
Location
Region
North America
Country
United States
City
Westlake Village
Corporate office
Westlake Village, CA, United States
Frequently asked questions
Is Village Wealth Advisors a fiduciary?
As a registered investment advisor (RIA), Village Wealth Advisors is held to a fiduciary standard under the Investment Advisers Act of 1940. This means the firm is legally obligated to put client interests ahead of its own, must disclose conflicts of interest, and must ensure that its investment recommendations are suitable based on each client's financial situation. This standard is more stringent than the suitability standard applied to broker-dealers.
How does Village Wealth Advisors custody client assets?
Village Wealth Advisors, like most independent RIAs, does not hold client assets directly. Assets are custodied at a third-party institution such as Charles Schwab, Fidelity, or Pershing. This separation of advisory and custody functions is a regulatory requirement under SEC rules and provides an additional layer of client protection. Clients receive account statements directly from the custodian, independent of the advisor.
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