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VICTUS CAPITAL WEALTH

1327 Ocean Avenue
Suite K
Santa Monica, California 90401
Tel: 310-622-1280

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About VICTUS CAPITAL WEALTH

VICTUS CAPITAL WEALTH, formally registered with the SEC as VICTUS CAPITAL WEALTH. The firm was established in 11/05/2010. They have over 1 offices throughout the country.

VICTUS CAPITAL WEALTH is a Santa Monica, California based Financial Planning firm with nearly $216,842,627 assets under management, offering retirement planning & investment advisory services to 530 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#154899
SEC#801-71919
Assets Managed by Firm$216,842,627
No. of Clients530
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total530$216,842,627
Individuals (other than high net worth individuals)58$15,660,000
High net worth individuals116$199,579,329
Pension and profit sharing plans1$1,603,298

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