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VIM Wealth Management, LLC
VIM Wealth Management provides sophisticated wealth management for high-net-worth individuals and families. The firm combines time-tested investment principles...
VIM Wealth Management, LLC
VIM Wealth Management provides sophisticated wealth management for high-net-worth individuals and families. The firm combines time-tested investment principles with modern portfolio strategies to preserve and grow clients' legacies, founded on integrity, expertise, and personalized service.
General information
Firm type
RIA
Location
City
Coral Gables
Principals
Vonnell Martinez
Founder
Marco Berna
CEO, Wealth Advisor
Jorge Tijerino
CIO, Wealth Advisor
Jessica Bryan
Wealth Advisor
Alejandro Bolivar
Research Assistant
Tamara Oyarzabal Lodge
COO & Senior Executive Assistant to the Founder
Jessica Gil
Business Developer & Executive Assistant
Vonnell Martinez
Founder
Marco Berna
CEO, Wealth Advisor
Jorge Tijerino
CIO, Wealth Advisor
Jessica Bryan
Wealth Advisor
Alejandro Bolivar
Research Assistant
Tamara Oyarzabal Lodge
COO & Senior Executive Assistant to the Founder
Jessica Gil
Business Developer & Executive Assistant
Frequently asked questions
What is VIM Wealth Management, LLC?
VIM Wealth Management, LLC is a registered investment advisor (RIA). No further public details about its operations, team, or strategy are currently available.
Who leads VIM Wealth Management, LLC?
No named principals or leadership have been publicly identified for VIM Wealth Management, LLC.
What is the AUM of VIM Wealth Management, LLC?
VIM Wealth Management, LLC does not publicly disclose its assets under management. The AUM band is listed as Undisclosed.
Where is VIM Wealth Management, LLC headquartered?
The firm’s headquarters location is not publicly available.
Does VIM Wealth Management, LLC engage in direct investments or fund commitments?
No investment activity, whether direct or fund-based, has been attributed to VIM Wealth Management, LLC in any public source.
How can I verify the status of VIM Wealth Management, LLC?
The firm is registered as an RIA with the SEC. For verification, search the SEC’s Investment Adviser Public Disclosure (IAPD) database by the firm’s name.
Profile maintained by Altss 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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