Village Wealth Advisors

Village Wealth Advisors (CRD# 296866) is a financial advisory firm headquartered in Westlake Village, CA. They manage $170,468,951 in 414 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
2945 Townsgate Road, Suite 120, Westlake Village, CA 91361
http://villagewealthadvisors.com
By the Numbers
  • Total Assets Under Management
    170
    MILLION
  • Total Number of Accounts
    414
    ACCOUNTS
  • Average Account Value
    $411,761
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NJ, TX

Financial Advisors at Village Wealth Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Andrew Brooks, financial advisor Westlake Village CA
Andrew S. Brooks
CRD#: 6298132
2945 Townsgate Road, Suite 120, Westlake Village, CA 91361

Andrew Brooks (CRD# 6298132) is an Investment Advisor Representative working at Village Wealth Advisors in Westlake Village, CA and has over 9 years of experience in the finance industry.

2
Jon Courtney, financial advisor Westlake Village CA
Jon W. Courtney
CRD#: 4705452
2945 Townsgate Road, Suite 120, Westlake Village, CA 91361

Jon Courtney (CRD# 4705452) is an Investment Advisor Representative working at Village Wealth Advisors in Westlake Village, CA and has over 20 years of experience in the finance industry.

3
Nayivi Velez, financial advisor Westlake Village CA
Nayivi V. Velez
CRD#: 6133809
2945 Townsgate Road, Suite 120, Westlake Village, CA 91361

Nayivi Velez (CRD# 6133809) is an Investment Advisor Representative working at Village Wealth Advisors in Westlake Village, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals