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VAM GROUP, LLC

SEWICKLEY, PA · CRD 323226 · IAPD ↗ · vescioassetmgt.com · 724-940-5400

$81.4MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
November 2024 — VAM GROUP, LLC (SEWICKLEY, PA) left the SEC roster (was $81.4M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
April 2024 — VAM GROUP, LLC reported RAUM down 28% ($113.3M -> $81.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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