← Directory
VIP WEALTH ADVISORS
Legal name: VIP WEALTH ADVISORS LLC
CRD 335528File 801-135891
APPROVED
Retail clients
Filing as of Mar 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$126.1M
Bottom 25% of cohort (national)
Discretionary AUM
$32.5M
Non-discretionary $93.6M
Clients
30
206 accounts
Employees
1
Bottom 25% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Apr 22, 2026
- Principal office
- 120 W TRINITY PL, DECATUR, GA, 30030
- Phone
- 917-319-8281
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $126.1M
- Discretionary AUM
- $32.5M
- Non-discretionary AUM
- $93.6M
- Discretionary accounts
- 96
- Non-discretionary accounts
- 110
- Total accounts
- 206
- AUM per client
- $4.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 27 | $124.6M |
| Individuals (other than high net worth individuals) | 3 | $1.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- 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 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.