Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > westlake village > VILLAGE WEALTH ADVISORS
VILLAGE WEALTH ADVISORS
2945 Townsgate Road
Suite 120
Westlake Village, California 91361
Tel: 805-603-4960
About VILLAGE WEALTH ADVISORS
VILLAGE WEALTH ADVISORS, formally registered with the SEC as VILLAGE WEALTH ADVISORS. The firm was established in 05/24/2021. They have over 1 offices throughout the country.
VILLAGE WEALTH ADVISORS is a Westlake Village, California based Financial Planning firm with nearly $170,468,951 assets under management, offering retirement planning & investment advisory services to 414 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 296866 |
| SEC# | 801-121298 |
| Assets Managed by Firm | $170,468,951 |
| No. of Clients | 414 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 414 | $170,468,951 |
| Individuals (other than high net worth individuals) | 96 | $21,249,300 |
| High net worth individuals | 54 | $145,020,639 |
| Pension and profit sharing plans | 4 | $3,735,680 |
| Corporations or other businesses | 4 | $463,332 |
More Retirement Planning firms in Westlake Village, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in Westlake Village, California