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VIMA, LLC
CRD 148833File 801-129108
APPROVED
Retail clients
Custody
Filing as of May 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$229.5M
Below cohort median (national)
Discretionary AUM
$228.5M
Non-discretionary $954K
Clients
1,182
1,181 accounts
Employees
13
Below cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 27, 2023
- Principal office
- 46 EAST SQUARE LAKE RD., TROY, MI, 48085
- Phone
- 248-526-6700
- Website
- HTTP://WWW.VIMAWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $229.5M
- Discretionary AUM
- $228.5M
- Non-discretionary AUM
- $954K
- Discretionary accounts
- 1,177
- Non-discretionary accounts
- 4
- Total accounts
- 1,181
- AUM per client
- $194K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 39 | $54.0M |
| Individuals (other than high net worth individuals) | 1,143 | $175.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.