← Tributary

MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC

WEST TISBURY, MA · CRD 291599 · IAPD ↗ · mvinvestmentadvisors.com · (508) 693-8850

$342.9MRegulatory AUM
4Advisory reps
6Employees
0Clients
26-50Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
September 2026 — MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2026 — MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC reports 26-50 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
53
April 2025 — MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC shrank from 8 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
63
April 2024 — MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC reported RAUM up 40% ($174.0M -> $244.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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