# VIP Wealth Advisors

> 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.

- CRD: 335528
- Filed as: VIP WEALTH ADVISORS
- Legal name: VIP Wealth Advisors LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Decatur, GA
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/335528
- AdvisorCensus page: https://advisorcensus.com/firm/vip-wealth-advisors-decatur-ga-335528

## Quick answers

**How is VIP Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), VIP Wealth Advisors reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Where is VIP Wealth Advisors located?**
VIP Wealth Advisors' principal office is in Decatur, GA, according to its Form ADV.

**Is VIP Wealth Advisors registered with the SEC or a state?**
VIP Wealth Advisors is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 335528.

**How much does VIP Wealth Advisors manage?**
VIP Wealth Advisors reports $126,099,231 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (26% discretionary).

**What types of clients does VIP Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (27); individuals (other than high net worth individuals) (3).

**Which custodians does VIP Wealth Advisors use?**
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.

**Does VIP Wealth Advisors report any disciplinary disclosures?**
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

**Does VIP Wealth Advisors state an account minimum?**
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."

**What changed in VIP Wealth Advisors' recent Form ADV filings?**
In the May 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 18, 2026)

- Account minimum: None

> We do not have a minimum account size requirement to open or maintain an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $126,099,231
- Discretionary: $32,519,967
- Non-discretionary: $93,579,264

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3 | $1,493,308 |
| High net worth individuals | 27 | $124,605,923 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, GA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- vipwealthadvisors.com

## Changes in the filing (last 12 months)

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. VIP Wealth Advisors (CRD 335528): Form ADV filing data as of October 2026.