# Village Wealth Advisors

Village Wealth Advisors is a Bank / Wealth / Trust based in Westlake Village, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Westlake Village, United States
- **Region:** North America
- **Address:** Westlake Village, CA, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** www.villagewealthadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/village-wealth-advisors

## Regulatory record

- **CRD number:** 296866
- **SEC file number:** 801-121298
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-11T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/296866

## About

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.

## 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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- [Village of Tequesta General Employees' Retirement Plan](https://altss.com/profile/village-of-tequesta-general-employees-retirement-plan)
- [Villere & Co](https://altss.com/profile/villere-co)

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Last updated: 2026-06-03T20:00:00.000Z

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