Fee-only adviser · Coral Gables, FL
Vim Wealth Management, LLC
Vim Wealth Management, LLC is a fee-only investment adviser registered with the securities regulators of California, Florida, New Jersey, New York, with its main office in Coral Gables, Florida. On its latest Form ADV, filed September 2, 2026, it reports $31M in regulatory assets under management, 71 individual clients and 5 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California, Florida, New Jersey, New York |
|---|---|
| Firm CRD number | 311641 |
| Office | 2332 Galiano ST. 2nd Floor Coral Gables, FL 33134 |
| Phone | (305) 905-8950 |
| Website | vimwealthmanagement.com |
| Regulatory assets under management | $31M |
| Individual clients | 21 non-high-net-worth, 50 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Subscription |
| Services | Financial planning, Portfolio management, Pension consulting |
| Employees | 5 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 2, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Coral Gables
- Evensky & Katz/foldes Wealth Management $3.2B
- Invenio Wealth Partners, LLC $364M
- Azzendo Wealth Advisors $300M
- Meira Wealth $318M
- Entelevest, LLC $147M
- We Family Offices $17.8B
See all 39 fee-only advisers in Coral Gables →
Nearby
- Coconut Grove 2 firms
- South Miami 2 firms
- Miami 107 firms
- Key Biscayne 1 firm
- Miami Beach 9 firms
- Miami Shores 1 firm
- Palmetto Bay 2 firms
- North Bay Village 1 firm
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