VBL Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$82,000,000
Clients
65
100% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
65
HighAverage account size
$1,261,538
About
VBL Advisors LLC provides investment advisory and financial planning services to individuals and high net worth clients, offering portfolio management, written investment strategies, and access to private investments such as private equity, venture capital, and hedge funds. The firm states it will tailor advice to clients’ objectives and allows clients to impose written restrictions on investments; there is no stated account minimum.
The firm uses a variety of methods including asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading, and it offers both discretionary and non-discretionary managed accounts. As of March 10, 2026 VBL reports approximately $40 million in discretionary assets and $42 million in non-discretionary assets, and it conducts due diligence before recommending private investments, limiting those recommendations to qualified or accredited clients.
Noteworthy distinctions in the brochure include that some executive officers are attorneys who may offer legal guidance (clients are not required to use them) and that the firm may receive customary advisory compensation plus a 1% annual management fee on certain private investments. The firm also identifies a principal custodial relationship with Charles Schwab and states it does not charge performance-based fees.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Private / alternative investments
Wealth management
Fee options
$0 - $3,000,000: 1.50% $3,000,001 - $10,000,000: 1.25% $10,000,001 - $20,000,000: 1.00% $20,000,001 - $40,000,000: 0.75% $40,000,001 - $60,000,000: 0.65% $60,000,001+: 0.50%
Fee-only: Annual fees range from 0.50% to 1.50% annually based on asset tiers; financial planning and consulting included in asset management fees.
Main office location
VBL Advisors LLC
1550 Parkside Drive, Suite 130
Walnut Creek CA 94596, United States
Number of offices
1
Most active in
VBL Advisors LLC has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")