Victory Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$69,288,182
Total clients
79
0% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
79
Average account size
$877,066
About
The firm serves a mix of individual clients—including high-net-worth individuals—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities, generally accepting accounts above a stated minimum asset threshold. It provides discretionary portfolio management as its primary service and also offers non-discretionary allocation and portfolio development, project-based investment advice and financial planning, along with insurance products sold by representatives acting in an insurance capacity.
Investment decisions draw on fundamental, technical and cyclical analysis and may employ long-term, short-term and frequent trading strategies; accounts are primarily managed on a discretionary basis with custody and trade execution facilitated through Schwab Institutional. Compensation is typically asset-based but the firm documents alternative arrangements including flat-fee and hourly engagements and one-time allocation/advice fees, and it provides clients with periodic account and fee statements when custodian fee deductions are used.
Notable for a single-advisor practice, the firm manages roughly $69 million in discretionary assets and lists a principal with a CFA designation and prior CFO experience, which the brochure identifies as informing the firm’s processes. The brochure also discloses that representatives may receive commissions for insurance and annuity sales and that the firm votes client proxies on their behalf—each a distinct service or potential conflict the firm documents for clients to consider.
Client services
Portfolio management
Expertise
Wealth management
Fee options
Flat fees negotiated, generally range from $2,500 to $8,000 annually; account setup fee $100-$500
$0 - $200,000: 1.25% annually $200,001 - $750,000: 1.00% annually $750,001 - $1,000,000: 0.85% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001 - $5,000,000: 0.6% annually $5,000,001+: 0.5% annually
Commission income on life insurance products sold by representatives
Hourly consulting/advisory rate of $150 per hour
Account minimum: $100,000 Fee-only: Hourly rate of $150 per hour; flat fees range between $2,500 and $8,000 annually; onetime fee generally 4% of new assets allocated or advised on; additional account setup fee $100-$500
Main office location
Victory Wealth Management, LLC
1592 11 Th Street, Suite A
Reedley CA 93654, United States
Number of offices
1
Most active in
Victory Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
California
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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