V3Limited LLC
Answer a few questions and
get matched with an advisor.
Learn more about V3Limited LLC
Overview
V3Limited LLC operates as a financial advisory firm headquartered in Wayne, Pennsylvania. The firm has $137.7 million in assets under management across 162 customer accounts, making it a mid-tier financial advisory firm in the country by assets under management (AUM). The firm has a small group, including 2 financial advisors. V3Limited LLC does not act as a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal assets like equities, bonds and options.
V3Limited LLC manages one of its client assets in a discretionary manner. Discretionary management is a structure in which buy and sell decisions are made by a portfolio manager without needing client permission. V3Limited LLC also oversees 161 non-discretionary accounts with a total of $137.7 million in assets. V3Limited LLC administers an average of $850,282 in assets for each client account. The typical advisor at V3Limited LLC administers around 81 client accounts.
The company's central office is located at 150 North Radnor Chester Road, Wayne, Pennsylvania 19087. It is legally permitted to serve customers throughout 4 states, including Florida, New Jersey, New York and Pennsylvania.
Assets Under Management
Number of Advisors
Disclosures
Office Location
V3Limited LLC by the Numbers
$137.7 million
2
162
$850.3 thousand
Products and Services
V3Limited LLC offers a number of financial services, which can consist of portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other services. V3Limited LLC is engaged in selling products or offering services other than investment advice to its clients.
Core Advisor Services
-
Find a firm that offers this service
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
-
Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
-
Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
-
Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
-
Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
-
Find a firm that offers this service
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management typically vary depending on which services the firm provides the client. Fees billed by the company most likely consist of any blend of the following fee types: asset-based, hourly, fixed or performance-based. The company does not provide a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 21% of firms
Hourly
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
It provides services to high net worth investors, pooled investment vehicles and corporations. Out of its 162 clients, V3Limited LLC's largest client type is high net worth investors, but it also caters to 54 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 88.52%
- Other Individuals - 0%
- Corporations - 11.48%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
V3Limited LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.