| Name | Title | Ownership | Since |
|---|---|---|---|
| Jenifer Warnhoff | Chief Compliance Officer | Under 5% | 2022 |
| Vb&t Holding Company LLC Control | Holding Company | Over 75% | 2022 |
| Daniel Christopher Thompson | Manager | — | 2022 |
Vb&t Wealth Management LLC reports $303 million in regulatory assets under management on its Form ADV.
Vb&t Wealth Management LLC reports 4 employees.
Vb&t Wealth Management LLC is based in Scottsdale, AZ and has been SEC-registered since 2022.
Vb&t Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4900 N. Scottsdale Road, Ste 1500, Scottsdale, AZ 85251 |
| Phone | 480-999-9900 |
| Office hours | 5-Sep |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $303M |
| Non-discretionary | $0 |
| Total (RAUM) | $303M |