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Coral Gables, FL Office

Team
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VIM Wealth Management, LLC logo

VIM Wealth Management, LLC

Team

Firm-wide stats for VIM Wealth Management, LLC

Total advisors

5

Across 2 offices

Clients per advisor

14 Very Low

Avg AUM per client

$437,930 Very Low

HNW client ratio

70% Very High

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

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)

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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Vonnell M

Series 66

Coral Gables, FL

VIM Wealth Management, LLC

Vonnell Martinez is a financial advisor with VIM Wealth Management, LLC in Coral Gables, FL, holding a Series 66 designation and 12 years of industry experience. He previously worked at MML Investors Services, LLC and Massachusetts Mutual Life Insurance Co. Outside of advisory work, Martinez is involved in athletic officiating as a referee for judo and Brazilian Jiu-Jitsu competitions and operates various business ventures including real estate sales and mortgage referral services. VIM Wealth Management provides investment advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and qualified retirement plans. The firm employs a proprietary strategic asset-allocation methodology incorporating multiple analytical approaches to tailor diversified portfolios, which are monitored and rebalanced continuously on a discretionary basis.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
user avatar

Marco B

Series 66

Coral Gables, FL

VIM Wealth Management, LLC

Marco Berna is a financial advisor at VIM Wealth Management, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill Lynch, Bank of America, and Cetera Investment Advisers. Outside of his advisory role, Berna serves on the boards of the Rotary Club, Casa Italia Miami, and a condominium association in Miami Beach, and he is involved in mortgage referral activities for VIM Capital Group in the U.S. and Europe. VIM Wealth Management provides investment advisory services to individuals, families, trusts, businesses, and charitable organizations. The firm employs a proprietary strategic asset-allocation approach and integrates multiple analytical methods to tailor and manage diversified portfolios on a discretionary basis.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
user avatar

Jessica B

Series 65

Coral Gables, FL

VIM Wealth Management, LLC

Jessica Bryan is a financial advisor at VIM Wealth Management, LLC with a Series 65 designation and one year of industry experience. Her background includes roles in education and financial services, including positions at Cushman School, Primerica, and Future Empowered, LLC. She also operates Jess Bryan, Inc., an entrepreneurial venture she has managed for ten years. VIM Wealth Management provides investment advisory services to a diverse client base, including individuals, families, trusts, and charitable organizations. The firm uses a proprietary strategic asset-allocation methodology and combines multiple analytical approaches to tailor diversified portfolios aligned with clients’ objectives and risk tolerances.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
user avatar

Jorge T

Series 66

Coral Gables, FL

VIM Wealth Management, LLC

Jorge Tijerino is a financial advisor at VIM Wealth Management, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Raymond James Financial Services. Outside of his advisory role, he owns an IT consulting and networking business, Fix My WiFi, Inc. VIM Wealth Management provides investment advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and qualified retirement plans. The firm employs a proprietary strategic asset-allocation methodology and uses a combination of macroeconomic, fundamental, quantitative, technical, and qualitative analysis to tailor diversified portfolios aligned with clients’ objectives and risk tolerances.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
View complete list of advisors at this office
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