{
  "crd_number": 335528,
  "slug": "vip-wealth-advisors-decatur-ga-335528",
  "primary_business_name": "VIP WEALTH ADVISORS",
  "legal_name": "VIP WEALTH ADVISORS LLC",
  "dbas": [],
  "city": "Decatur",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-04-22",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-03-18",
  "carried_forward": false,
  "raum_total": 126099231.0,
  "raum_discretionary": 32519967.0,
  "raum_non_discretionary": 93579264.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 1493308.0,
      "count": 3
    },
    "high_net_worth_individuals": {
      "raum": 124605923.0,
      "count": 27
    }
  },
  "compensation_types": [
    "fixed",
    "hourly"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "GA",
    "TX"
  ],
  "websites": [
    "https://vipwealthadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/335528",
  "city_as_filed": "DECATUR",
  "url": "https://advisorcensus.com/firm/vip-wealth-advisors-decatur-ga-335528",
  "display_name": "VIP Wealth Advisors",
  "summary": "VIP Wealth Advisors is an SEC-registered investment advisory firm in Decatur, GA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.",
  "citation": "AdvisorCensus. VIP Wealth Advisors (CRD 335528): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is VIP Wealth Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), VIP Wealth Advisors reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is VIP Wealth Advisors located?",
      "a": "VIP Wealth Advisors' principal office is in Decatur, GA, according to its Form ADV."
    },
    {
      "q": "Is VIP Wealth Advisors registered with the SEC or a state?",
      "a": "VIP Wealth Advisors is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 335528."
    },
    {
      "q": "How much does VIP Wealth Advisors manage?",
      "a": "VIP Wealth Advisors reports $126,099,231 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (26% discretionary)."
    },
    {
      "q": "What types of clients does VIP Wealth Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (27); individuals (other than high net worth individuals) (3)."
    },
    {
      "q": "Which custodians does VIP Wealth Advisors use?",
      "a": "VIP Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does VIP Wealth Advisors report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/335528"
    },
    {
      "q": "Does VIP Wealth Advisors state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 18, 2026 says: \"We do not have a minimum account size requirement to open or maintain an account.\""
    },
    {
      "q": "What changed in VIP Wealth Advisors' recent Form ADV filings?",
      "a": "In the May 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 18, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We do not have a minimum account size requirement to open or maintain an account."
        ]
      }
    ],
    "quotes": [
      "We do not have a minimum account size requirement to open or maintain an account."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Altruist Financial LLC",
      "name_as_filed": "ALTRUIST FINANCIAL LLC",
      "affiliated": false
    },
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/vip-wealth-advisors-decatur-ga-335528.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 1493308.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 27,
      "fewer_than_5": false,
      "raum": 124605923.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/335528",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}