VIMA, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $229.5M |
| Discretionary | $228.5M100% of AUM |
| Non-Discretionary | $954K |
| Client Accounts | 1,181 |
| Avg Account Size | $194K |
| Employees | 13 |
| Peak AUM | $229.5MMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $229M | +52.8% | +33.4% | — | |
| Discretionary AUM | $229M | ||||
Key Metrics
| Total AUM | $229.5M |
| Discretionary | $228.5M |
| Employees | 13 |
| Client Accounts | 1181 |
| Client Range | 51-100 |
Contact & Location
Address
46 EAST SQUARE LAKE RD.
TROY MI 48085
Phone
248-526-6700
Filing History
38 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$229M
99.6% of AUM
Non-Discretionary
$954,486
0.4% of AUM
Disc. mix ▼ 0.3pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Other Registrations
Banking Institution