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Vonnell Martinez

Vim Wealth Management, LLC

Coral Gables, FL

CRD 6137545

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Employer firm

Vim Wealth Management, LLC CRD 311641

$31.1M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Vim Wealth Management, Llc

2332 Galiano St. 2Nd Floor, Coral Gables, FL 33134 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-03-30
CA RA APPROVED 2025-10-01
NY RA APPROVED 2024-07-24
TX RA APPROVED_RES 2021-04-06
FL RA APPROVED 2021-02-09
  • NJ RA
    APPROVED
    Since 2026-03-30
  • CA RA
    APPROVED
    Since 2025-10-01
  • NY RA
    APPROVED
    Since 2024-07-24
  • TX RA
    APPROVED_RES
    Since 2021-04-06
  • FL RA
    APPROVED
    Since 2021-02-09

Branch Locations

2332 Galiano St, 2Nd Floor, Coral Gables, FL 33134 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Massachusetts Mutual Life Insurance Co Coral Gables FL 07/2015 02/2021
Mml Investors Services, Llc Coral Gables FL 08/2015 02/2021
Vim Global Advisors, Llc Coral Gables FL 02/2021 Present
  • 07/2015 → 02/2021
    Massachusetts Mutual Life Insurance Co
    Coral Gables, FL
  • 08/2015 → 02/2021
    Coral Gables, FL
  • 02/2021 → Present
    Vim Global Advisors, Llc
    Coral Gables, FL
Previous Registrations
Other Businesses

1. IGM Realty ? Investment-Related: Yes ? Address: Residential (Florida) ? Nature of Business: Real estate sales ? Position/Title/Relationship: Sales Agent ? Start Date: 04/11/2016 - Present ? Hours/Month: 2 ? Hours During Securities Trading Hours: 0 ? Duties: Acts as a real estate sales agent; assists with residential property transactions. 2. Judo & BJJ Competitions (Referee) ? Investment-Related: No ? Address: Various locations ? Nature of Business: Athletic officiating (Judo and Brazilian Jiu-Jitsu competitions) ? Position/Title/Relationship: Referee ? Start Date: 06/04/2016 - Present ? Hours/Month: 2 ? Hours During Securities Trading Hours: 0 ? Duties: Officiates judo and BJJ competitions; enforces rules and ensures fair play. 3. Insurance (Life/Health/Annuities) ? Investment-Related: Yes ? Address: Residential (Florida) ? Nature of Business: Individual life/health, group life/health, long-term care, fixed annuities ? Position/Title/Relationship: Sales Agent ? Start Date: 12/12/2018 - Present ? Hours/Month: 5 ? Hours During Securities Trading Hours: 5 ? Duties: Reviews, presents, and sells insurance products; may receive commissions. 4. Public Notary Services ? Investment-Related: No ? Address: 2332 Galiano Street, 2nd Floor, Coral Gables, FL 33134 ? Nature of Business: Notary services ? Position/Title/Relationship: Owner ? Start Date: 07/29/2019 - Present ? Hours/Month: 3 ? Hours During Securities Trading Hours: 3 ? Duties: Provides public notary services; manages notary operations. 5. VIM Capital Group LLC ? Investment-Related: No ? Address: Coral Gables, FL ? Nature of Business: Mortgage referrals ? Position/Title/Relationship: Owner ? Start Date: 08/2023 - Present ? Hours/Month: <1 ? Hours During Securities Trading Hours: <1 ? Duties: Provides mortgage referral services. 6. VIM Capital Group Europe, Sociedad Limitada (SL) ? Investment-Related: No ? Address: Europe (Remote) ? Nature of Business: Mortgage referrals ? Position/Title/Relationship: Owner ? Start Date: 09/2023 - Present ? Hours/Month: <1 ? Hours During Securities Trading Hours: <1 ? Duties: Provides mortgage referral services in European jurisdictions. 7. VIM Capital Group Spain ? Investment-Related: No ? Address: Spain (Remote) ? Nature of Business: Mortgage referrals ? Position/Title/Relationship: Owner ? Start Date: 10/2023 - Present ? Hours/Month: <1 ? Hours During Securities Trading Hours: <1 ? Duties: Provides mortgage referral services in Spain. 8. Featured Media, Inc. ? Investment-Related: No ? Address: (Insert business address if required) ? Nature of Business: Managerial assistance / media company ? Position/Title/Relationship: Owner ? Start Date: 05/2011 - Present ? Hours/Month: <1 ? Hours During Securities Trading Hours: <1 ? Duties: Provides strategic and managerial assistance to the company's leadership.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-12-15
  • S66 Uniform Combined State Law Examination
    2012-12-15

View on SEC IAPD

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