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VIMA, LLC

TROY, MI · CRD 148833 · IAPD ↗ · vimawealth.com · 248-526-6700

$229.5MRegulatory AUM
12Advisory reps
13Employees
0Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — VIMA, LLC reported RAUM up 53% ($150.2M -> $229.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
December 2025 — VIMA, LLC now reports custody of client assets ($58.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
61
April 2025 — VIMA, LLC reported RAUM up 33% ($113.3M -> $150.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.