Coral Gables, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
VIM Wealth Management, LLC
Team
Firm-wide stats for VIM Wealth Management, LLC
About
VIM Wealth Management is a team-based investment adviser with four advisors managing roughly $31 million for a mix of individuals (including high‑net‑worth clients), families, trusts, estates, businesses, charities, and qualified retirement plans. The firm provides discretionary investment management, ongoing financial planning and consulting, and qualified plan consulting services.
VIM builds custom portfolios using a proprietary strategic asset allocation process and applies macroeconomic, fundamental, quantitative, and technical analysis to monitor and rebalance accounts over time. In addition to percentage‑of‑AUM management, the firm offers negotiated planning engagements (including hourly and fixed arrangements) and an optional ongoing subscription service for continued financial planning, and it can access and manage held‑away employer retirement accounts through a third‑party technology provider.
What distinguishes VIM from many peers is its uncommon use of a subscription option for ongoing planning, its ability to manage held‑away retirement accounts via a third‑party platform, and a relatively broad toolkit that can include structured notes, private placements, margin, and, with client approval, short sales. Several advisers maintain active insurance licenses and the firm’s principal holds a real estate license for personal reasons; these outside activities are disclosed and managed as potential conflicts of interest before providing related services.
Based on VIM Wealth Management, LLC
Expertise
Based on VIM Wealth Management, LLC
Location
2332 Galiano St, 2nd Floor
Coral Gables FL 33134
Advisors at this office
4
Advisors at this office
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