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VILLAGE WEALTH ADVISORS

WESTLAKE VILLAGE, CA · CRD 296866 · IAPD ↗ · 805-603-4960

$257.9MRegulatory AUM
3Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
May 2026 — VILLAGE WEALTH ADVISORS notice-filed in KS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
June 2025 — VILLAGE WEALTH ADVISORS notice-filed in AZ, CO, FL, ID, MA, NC, NV, NY, OH, OR, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
May 2024 — VILLAGE WEALTH ADVISORS notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
May 2024 — VILLAGE WEALTH ADVISORS reported RAUM up 28% ($132.8M -> $170.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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