# Vintage Wealth Management Group

Vintage Wealth Management Group is a null based in Charlotte, United States.

## Overview

- **Organization type:** null
- **Headquarters:** Charlotte, United States
- **Region:** North America
- **Address:** null
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 151092
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/151092

## About

VINTAGE WEALTH MANAGEMENT GROUP is a state-registered investment adviser in CHARLOTTE, NC. The firm manages approximately $51 million in regulatory assets. It has 2 employees and 1 investment adviser.

## Questions

### Does Vintage Wealth Management Group invest directly or through funds?

The firm's investment approach—whether direct investments, fund commitments, or a hybrid—is not publicly documented. No known deals or partnership announcements offer clues to its strategy.

### Which sectors does Vintage Wealth Management Group target?

No sector preferences or explicit exclusions have been disclosed by the firm. Its investment universe cannot be determined from available public information.

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- [Montello Wealth Management](https://altss.com/profile/montello-wealth-management-inc)
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Last updated: 2026-08-10T19:36:47.593Z

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