Fee-OnlyFinder

Fefa Financial

% of assets managed in Saint Louis, MO

SEC registeredNo commissions reported

Call (314) 530-0500Send a messageMap ↗

Public-record details

Address
530 Vance Road, Saint Louis, MO 63088
Phone
(314) 530-0500
Listed under
% of assets managed, Retirement plan consulting
Legal name
Vci Wealth Management LLC
CRD number
324833
Registration
SEC registered since 2023-05-11
Compensation (Form ADV 5.E)
Percentage of assets under management
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Portfolio management for individuals/small businesses; Pension consulting; Selection of other advisers
Regulatory assets under management
$435.3 million
Accounts managed
3,837
Clients reported (Form ADV 5.D)
1,686
Individual / high-net-worth clients
1,642 / 37
Employees
32
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-05-13

SEC registered investment adviser, CRD 324833, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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