Trisha
Adame

Vci Wealth Management LLC

CRD#7394835
Investment Advisor
in Austin, TX

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About this Advisor

Trisha Adame is a financial advisor based in Austin, Texas, working with Vci Wealth Management LLC. Trisha has previously held positions at Ev Federal, LLC, Nerium International, Capital River Realty (Realty Of Austin LLC), Fefa Asset Management LLC, Ae Wealth Management LLC, Fefa Advisors LLC F/K/A Ev Federal LLC, and Vci Wealth Management LLC. Trisha has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Trisha is part of Vci Wealth Management LLC, which operates out of Austin, Texas. The firm has 23 employees and manages assets totaling $191.4 million. The firm serves high-net-worth clients and offers portfolio management for individuals and small businesses. The fee structure at Vci Wealth Management LLC includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

Austin, TX

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Vci Wealth Management LLC Brokerage Details

Total Assets Under Management

$191,398,581

TX Average: $11,469,110,461
Total Number of Employees

23

TX Average: 458
Total Number of Accounts

5,879

TX Average: 33,415
Average Account Size

$32,556

TX Average: $343,232

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Trisha Adame Work History

2023 - Present (1 year)

Vci Wealth Management LLC

2021 - Present (3 years)

Fefa Asset Management LLC

2021 - Present (3 years)

Fefa Advisors LLC F/K/A Ev Federal LLC

2021 - 2023 (2 years)

Ae Wealth Management LLC

2017 - 2021 (4 years)

Ev Federal, LLC

2013 - 2018 (5 years)

Nerium International

2012 - 2018 (6 years)

Capital River Realty (Realty Of Austin LLC)

Disclosures

Please visit the SEC profile of Trisha Adame to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Vci Wealth Management LLC

Andrew Stringer
Valley Park, MO
Kirby Cundiff
Valley Park, MO
Amy Weigand
Valley Park, MO
John Girault Iii
Valley Park, MO
Kacy Brannum
Valley Park, MO
Lindsay High
Cincinnati, OH
Austin Hanse
Valley Park, MO
William Rosen
Valley Park, MO

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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