Vienna Asset Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Saratoga, CA. Its latest Form ADV filing, dated April 17, 2026, reports $257M in regulatory assets under management, 4 employees, 2 offices, and 134 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
134
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$257Mas of April 17, 2026
Discretionary100.0%
$257M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$257M
Total Accounts134
10Y AUM Change+$109M (+73.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee34:1
10Y Employee Change+3 (+300.0%)
* 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.