Vineyard Family Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$78,128,813
Clients
13
100% high-net worth
Advisors
1
of 1 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
13
LowAverage account size
$6,009,909
About
Vineyard Family Wealth serves a small roster of predominantly high-net-worth families and institutional clients, managing about $78.1 million across 13 accounts. The firm offers discretionary portfolio management and wealth-planning services supported by professional credentials in financial planning, trust and fiduciary practice, and taxation (CFP®, CTFA, EA).
The firm’s sole advisor works directly with each client to tailor investments to stated goals, risk tolerance, and any client-imposed restrictions, and maintains written policies and a code of ethics to guide supervision. Consistent with many independent advisers, Vineyard generally charges fees based on a percentage of assets under management and the principal retains hands-on responsibility for both advisory and compliance oversight.
What distinguishes Vineyard Family Wealth from many peers is its inclusion of institutional clients alongside high-net-worth private clients—an uncommon service mix for a solo independent adviser—and its trust and tax-focused credentials and background that reflect prior roles in trust-company and wealth-management settings. The combination of a very small client base and relatively substantial assets under management suggests concentrated, relationship-driven engagement with each client.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Main office location
Vineyard Family Wealth Advisors
800 Town And Country Boulevard, Suite 500
Houston TX 77024, United States
Number of offices
1
Most active in
Vineyard Family Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
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 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
Quick links
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