# VIM Wealth Management, LLC

VIM Wealth Management, LLC is a RIA based in Coral Gables.

## Overview

- **Organization type:** RIA
- **Headquarters:** Coral Gables
- **Assets under management:** Undisclosed
- **Website:** vimwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/vim-wealth-management

## Regulatory record

- **CRD number:** 311641
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/311641

## About

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.

## People

- 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

## 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.

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Last updated: 2026-08-11T15:08:32.892Z

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