Vima, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Troy, MI. Its latest Form ADV filing, dated April 27, 2026, reports $229M in regulatory assets under management, 13 employees, and 1,181 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 19, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 96.7% of total clients.
Top client categories% of clientsClients
1
Individuals
96.7%
1,143
2
HNWI
3.3%
39
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$229Mas of May 8, 2026
Discretionary99.6%
$229M
100% of total RAUM99.6%
Non-discretionary0.4%
$954K
0% of total RAUM0.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$229M
Total Accounts1,181
10Y AUM Change+$120M (+110.5%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee91:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
This firm has a multi year gap in available SEC ADV filing history between 2012 and 2023. Charts show the most recent available filing segment under this CRD.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.