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David Eric Vomund

Advisor at Vomund Investment Management, LLC — Incline Village, NV

Updated today

Credentials

Series 65

Experience

28 years

Location

Incline Village, NV 89451

Vomund Investment Management, LLC logo

Vomund Investment Management, LLC

Independent

Total advisors

1

Clients per advisor

61 Very High

Avg AUM per client

$1,032,061 High

HNW client ratio

46% High

About

David Vomund is the sole advisor at Vomund Investment Management, LLC in Incline Village, NV. He holds a Series 65 designation and has 27 years of industry experience. He has operated Vomund Investment Services since 1993. Vomund Investment Management provides discretionary asset and portfolio management to individuals, retirement plans, trusts, estates, charitable organizations, and corporate entities. The firm uses a combination of fundamental and technical analysis along with a proprietary, computer-generated style-rotation strategy for ETFs, alongside a Reduced Risk Income program focused on income generation through high-yield preferreds, floating-rate funds, bonds, and dividend-paying stocks.

Client services

Based on Vomund Investment Management, LLC

Portfolio management

Expertise

Based on Vomund Investment Management, LLC

Passive / index investing Active portfolio management Income planning

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Fee options

Percentage

$0 - $500,000: 1.2% annually $500,000 - $1,500,000: 1.0% annually $1,500,000+: 0.8% annually

Other

Account minimum: $50,000 (negotiable)

Location

Incline Village, NV

889 Alder Avenue, Suite 202

Incline Village NV 89451

Advisors at this office

1

Most active in

California · Nevada · Texas

Work history

28 years of industry experience

Vomund Investment Services

1993 - Present • 33 years

Incline Village, NV

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Evan S

Series 65

Alpine Meadows, CA

Alpine Peaks Consulting

Evan Salke is the sole advisor at Alpine Peaks Consulting in Alpine Meadows, CA, holding a Series 65 designation with 15 years of industry experience. He has a long career background including roles at River Ranch Lodge and ongoing involvement with Salke Consulting and Alpine Meadows Ski Corp. Outside of investment advisory, he provides IT consulting, small business accounting, database setup, and web design through his firm. Alpine Peaks Consulting serves individuals, high net worth clients, families, and privately owned businesses, offering financial planning, investment analysis, and portfolio construction. The firm combines fundamental and technical analysis with tailored recommendations and conducts regular account reviews, managing most assets on a non-discretionary basis while also providing non-investment consulting services such as cash flow management and IT system support.

Cash flow / budgeting Founder/Business Owner
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John S

Series 63, Series 65

Incline Village, NV

Sullivan Capital Management

John Sullivan is the sole advisor at Sullivan Capital Management in Incline Village, Nevada. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. Sullivan Capital Management has been continuously operating since 1984. The firm provides discretionary portfolio management for individuals and select institutions, focusing on U.S. stocks, ETFs, bonds, mutual funds, and money market instruments. Its investment approach combines fundamental and technical analysis with proprietary algorithms, emphasizing active, risk-aware management and diversification through broad-market ETFs alongside concentrated individual stock positions.

Active portfolio management Concentrated stock management Tax-loss harvesting Income planning
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Erin A

CFP®, Series 65

Incline Village, NV

Atlas Peak Advisors, Inc.

Erin Anderson is a CFP® and Series 65 credentialed financial advisor with 13 years of industry experience. She is the founder and sole advisor at Atlas Peak Advisors, Inc., an independent firm based in Incline Village, NV, where she has worked since 2013. Atlas Peak Advisors provides discretionary investment management and financial planning primarily for individuals and high-net-worth clients, as well as corporate and business clients. The firm employs a conservative, low-risk, top-down investment approach that integrates financial planning with portfolio management and offers specialized business-oriented planning services.

General retirement planning Charitable giving & philanthropy Cash flow / budgeting
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Stephen C

Series 65

Incline Village, NV

Conte Asset Management, LLC

Stephen Conte is the sole advisor at Conte Asset Management, LLC in Incline Village, NV, holding a Series 65 credential with nine years of industry experience. He previously worked at Presidio Capital Advisors LLC and Shepherd Kaplan LLC. Outside of his advisory role, he serves as CFO of Blue Sky Corporate Ranch, LLC, a hospitality business. Conte Asset Management provides portfolio management services focused on high-net-worth individuals, tailoring investment recommendations based on client goals, time horizon, tax situation, and risk tolerance. The firm employs a combination of fundamental and quantitative analysis with an emphasis on long-term trading across diverse asset classes.

Wealth management Real estate investing Private / alternative investments
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Jason T

Series 65

Truckee, CA

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Jason Toups is the principal of Toups Capital Advisors LLC and holds a Series 65 designation. He has three years of industry experience and previously worked at firms including Swayable, Civitech, and Alloy PBC. Toups Capital Advisors provides portfolio management and financial planning services to individual and high-net-worth clients. The firm’s investment approach is based on modern portfolio theory and long-term trading, managing approximately $45 million across a small client base with diversified allocations and documented risk tolerances.

Wealth management Real estate investing Private / alternative investments
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Blair S

Series 65

Carson City, NV

Smith, Blair

Blair Smith is the sole advisor at Smith, Blair, an independent firm based in Carson City, NV. He holds a Series 65 designation and has 11 years of industry experience. In addition to his advisory role, Smith offers tax return preparation services. Smith, Blair provides discretionary portfolio management and financial planning to individual clients, managing approximately $6.0 million across around ten accounts. The firm’s investment approach combines technical analysis with a value-focused fundamental strategy, emphasizing securities trading at significant discounts to intrinsic value and currently targeting sectors such as precious metals and alternative media.

Active portfolio management Wealth management
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