DECATUR, GACRD 335528Registration Status: ApprovedEffective since April 22, 2026Latest ADV March 18, 2026
Vip Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Decatur, GA. Its latest Form ADV filing, dated March 18, 2026, reports $126M in regulatory assets under management, 1 employee, and 206 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Fixed fees
Hourly charges
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentHNWI represent 90.0% of total clients.
Top client categories% of clientsClients
1
HNWI
90.0%
27
2
Individuals
10.0%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$126Mas of March 18, 2026
Discretionary25.8%
$33M
26% of total RAUM25.8%
Non-discretionary74.2%
$94M
74% of total RAUM74.2%
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$126M
Total Accounts206
10Y AUM Change—
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee30:1
10Y Employee Change—
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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.
* 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.