VDB Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
VDB Wealth LLC is a small, independent advisory firm formed in 2025 that provides ongoing portfolio management and related financial planning to individuals, high‑net‑worth clients, and charitable organizations. The firm prepares an Investment Policy Statement for each client and currently manages a concentrated client roster (seven client relationships representing roughly $9.7 million in discretionary assets).
The firm combines fundamental analysis and modern portfolio theory to build tailored portfolios and typically seeks discretionary trading authority to implement those plans. Its investment toolbox includes long‑term equity and fixed‑income allocations, ETFs and mutual funds, options strategies (including covered and uncovered positions), real estate funds, commodities, venture capital funds and private placements, and the firm provides financial planning to portfolio management clients at no additional charge.
What distinguishes VDB Wealth from many peers is its small, concentrated client base alongside use of higher‑risk and less common strategies for a solo advisory practice—notably venture capital/private placements and uncovered options. The firm requires clients to custody assets at a single institutional custodian and may receive custodial research and other soft‑dollar benefits; it also does not aggregate trades for multiple client accounts, which can affect execution outcomes.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.65%
Main office
Savannah GA
Advisors at this office
1
Most active in
Georgia
Also doing business as
Vdb Wealth · Vdb Wealth LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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