# VIMA

VIMA is a Bank / Wealth / Trust based in Troy, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Troy, United States
- **Region:** North America
- **Address:** Troy, MI, United States
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** vimawealth.com
- **LinkedIn:** https://www.linkedin.com/company/vimabr

## Regulatory record

- **CRD number:** 148833
- **SEC file number:** 801-129108
- **Registration status:** Registered
- **Reports private funds:** No

## About

VIMA launched in 2009 and registered with the SEC as a Michigan-based RIA. Its founding generation is not publicly identified, and the firm's ADV filings, which provide the most granular window into its operations, list individual advisory services for high-net-worth individuals alongside financial planning and portfolio management. The firm's geographic and industrial concentration — metro Detroit, with its deep automotive, supplier, and manufacturing wealth — shapes a client base that is typically illiquid, concentrated in operating-company stock, and in need of multi-decade liquidity planning. The firm's disclosed strategy centers on advisory and discretionary portfolio management for individuals. VIMA does not market a proprietary fund family, a direct-investment platform, or a suite of alternative vehicles. Public records position it as a financial-planning-led practice: asset allocation modeling, retirement and estate integration, and investment-policy design for concentrated single-stock holders. There is no evidence of direct private-company investing, co-investment syndicates, or fund-of-fund programs. The investment posture is consultative and planning-centric rather than deal-making. Headcount and aggregate regulatory assets are absent from all standard disclosure platforms. VIMA's Form ADV Part 1 lists its principal office and place of business as Troy, Michigan, with no additional offices. In September 2021 the firm amended its registration to reflect continuing operations out of that same jurisdiction, a minor administrative event consistent with the low-profile posture it has maintained since formation. VIMA's structural differentiator is its opacity — almost the inverse of a branding exercise.

## Questions

### Who runs investment decisions at VIMA?

VIMA does not publicly name its investment committee, CIO, or lead portfolio managers on its website or in its public regulatory filings. The firm's Form ADV filings disclose no control persons or named portfolio decision-makers beyond the firm's Chief Compliance Officer designation, which is a regulatory appointment rather than an investment role. Operational discretion therefore rests with unnamed principals.

### How is VIMA compensated?

VIMA charges asset-based fees for portfolio management and, where applicable, fixed or hourly fees for financial planning and consulting, per its ADV Part 2 disclosure. It does not publicly list a published fee schedule, but its regulatory filing confirms it receives no commissions or soft-dollar arrangements from broker-dealers, positioning it as a fee-only fiduciary.

### Where does VIMA's client base concentrate geographically and industrially?

VIMA operates from a single office in Troy, Michigan, a core suburb of the Detroit metropolitan area. Its natural client catchment encompasses the automotive supply chain, industrial manufacturing, and Tier-1 supplier wealth concentrated in Oakland County. The firm's financial-planning emphasis aligns with the needs of operating-company founders and executives managing concentrated single-stock exposure.

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Updated: 2026-08-11T02:43:31.692Z

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