VINE Street Wealth Management LLC
Legal Name: VINE STREET WEALTH MANAGEMENT, LLC
Full Contact Details
VINE Street Wealth Management LLC
100 SHORELINE HIGHWAY, SUITE B300, MILL VALLEY, CA
(415) 688-4444
Other Info
Vine Street Wealth Management LLC, also known as Vine Street Wealth Management, LLC, is a Delaware Limited Liability Company with a staff of 5, including 4 employees in advisory roles. Although the number of clients it serves is unknown, its last reported SEC status is approved with a registration date of Oct 18, 2017.
Family Office Bay Area | United States | Vine Street Wealth Management
Vine Street Wealth Management, is an RIA located in Mill Valley, California. Financial Advisor Marin, Family Office Bay Area.
Family Office Bay Area | United States | Vine Street Wealth Management
Vine Street Wealth Management, is an RIA located in Mill Valley, California. Financial Advisor Marin, Family Office Bay Area.
Direct Owners
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ALEXANDER KOVRIGA
MANAGING DIRECTOR/CO-CHIEF INVESTMENT OFFICER owns more than 25% but less than 50%
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CAROLINA YANN LAU
MANAGING DIRECTOR/CHIEF OPERATING OFFICER owns more than 5% but less than 10%
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JOHN CARLO BERNABEI
PARTNER owns more than 10% but less than 25%
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VINE STREET HOLDINGS, LLC
MEMBER owns more than 25% but less than 50%
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ZACHARY WILSON PERRY
MANAGING DIRECTOR/CO-CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
Indirect Owners
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ALEXANDER KOVRIGA
MANAGING MEMBER owns more than 25% but less than 50%
-
JOHN CARLO BERNABEI
MANAGING MEMBER owns more than 25% but less than 50%
-
ZACHARY WILSON PERRY
MANAGING MEMBER owns more than 25% but less than 50%