Key facts
- VILLAGE WEALTH ADVISORS is a other based in WESTLAKE VILLAGE, CA.
- VILLAGE WEALTH ADVISORS reports $2.3M in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 296866- Regulatory AUM
- $2.3M
- Private fund assets
- —
- Private funds
- —
- Staff
- 3
- Registered office
- WESTLAKE VILLAGE, CA
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as OUR WEALTH GUIDES, INC.).
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Portfolio
Portfolio — not yet on record
No portfolio companies for VILLAGE WEALTH ADVISORS are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is VILLAGE WEALTH ADVISORS's AUM?
- VILLAGE WEALTH ADVISORS manages approximately $2.3M in assets.