# VIM Wealth Management, LLC

> VIM Wealth Management, LLC is a state-registered investment advisory firm in Coral Gables, FL, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 2, 2026.

- CRD: 311641
- Filed as: VIM WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Coral Gables, FL
- Filing period: October 2026
- Form ADV filing dated: September 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/311641
- AdvisorCensus page: https://advisorcensus.com/firm/vim-wealth-management-llc-coral-gables-fl-311641

## Quick answers

**How is VIM Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), VIM Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; subscription fees (for a newsletter or periodical). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is VIM Wealth Management, LLC located?**
VIM Wealth Management, LLC's principal office is in Coral Gables, FL, according to its Form ADV.

**Is VIM Wealth Management, LLC registered with the SEC or a state?**
VIM Wealth Management, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 311641.

**How much does VIM Wealth Management, LLC manage?**
VIM Wealth Management, LLC reports $31,093,041 in regulatory assets under management in its Form ADV filing dated September 2, 2026 (100% discretionary).

**What types of clients does VIM Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (50); individuals (other than high net worth individuals) (21).

**Does VIM Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/311641

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)

### Regulatory assets under management (Item 5.F)
- Total: $31,093,041
- Discretionary: $31,093,041
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $3,594,997 |
| High net worth individuals | 50 | $27,498,044 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2021 (5 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- calendly.com/marcoberna/conversazione
- calendy.com/vimwealthmanagement
- vimcapitalgroup.com
- vimglobaladvisors.com
- vimwealthmanagement.com
- Facebook @vonnellvim
- LinkedIn @financial-advice-for-italians-in-the-usa
- LinkedIn @vim-capital-group
- LinkedIn @vim-wealth-management
- LinkedIn @bernamarco
- LinkedIn @vonnellmartinez

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. VIM Wealth Management, LLC (CRD 311641): Form ADV filing data as of October 2026.