Victory Wealth Management, LLC

Victory Wealth Management, LLC provides discretionary portfolio management and financial planning primarily for individual and high‑net‑worth clients, reporting approximately $27.66 million in discretionary assets across 24 client accounts as of December 2025. The firm prepares an Investment Policy Statement for each client and advises across a range of instruments including mutual funds, equities, ETFs (including precious‑metals ETFs), fixed income and treasury inflation‑protected bonds, and may use private placements when appropriate.

The adviser operates under a fiduciary framework, documents client goals, risk tolerance and time horizon in an IPS, and generally requires written discretionary authority to implement and monitor portfolios on an ongoing basis. Its investment process combines multiple methods—fundamental, quantitative, technical and charting analysis—and employs long‑term trading as well as options strategies (including covered and uncovered options and spreads) alongside principles of modern portfolio theory.

A notable feature disclosed in the brochure is that a supervised person is also an independent licensed insurance agent, creating a potential conflict when insurance products are recommended; the firm states it discloses how supervised persons are compensated and periodically reviews recommendations to address that conflict. The firm also highlights its use of higher‑risk instruments (options and private placements) and its custody and trading relationship with Schwab Institutional, which provides research and other services that may influence broker selection.