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VICTORY WEALTH PARTNERS
Legal name: VICTORY ASSET MANAGEMENT CO., INC.
CRD 107203File 801-36836
APPROVED
Retail clients
Disclosure events
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$102.5M
Bottom 25% of cohort (national)
Discretionary AUM
$102.5M
Clients
364
363 accounts
Employees
5
Bottom 25% of cohort in NJ
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jun 15, 1990
- Principal office
- 53 NORTH MAIN STREET, MULLICA HILL, NJ, 08062
- Phone
- 856-464-3100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $102.5M
- Discretionary AUM
- $102.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 363
- Non-discretionary accounts
- 0
- Total accounts
- 363
- AUM per client
- $281K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 13 | $21.1M |
| Pension and profit sharing plans | 13 | $39.0M |
| Individuals (other than high net worth individuals) | 338 | $42.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 7 | 5 | decreased by2 |
| Apr 1, 2026 | Clients | 271 | 364 | increased by93 |
| Apr 1, 2026 | AUM | $102,572,219 | $102,465,525 | decreased by$106,694 |
| Apr 1, 2026 | Accounts | 468 | 363 | decreased by105 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 7 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 643 | 271 | decreased by372 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $109,456,313 | $102,572,219 | decreased by$6,884,094 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 643 | 468 | decreased by175 |
| Apr 1, 2022 | Clients | 613 | 643 | increased by30 |
| Apr 1, 2022 | AUM | $115,737,245 | $109,456,313 | decreased by$6,280,932 |
| Apr 1, 2022 | Accounts | 613 | 643 | increased by30 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “VICTORY WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VICTORY WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.