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Vdb Wealth CRD 334639
$9.67M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Savannah, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-03-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vdb Wealth Llc | Savannah | GA | 01/2025 | Present |
| Ocean Road Advisors | New York | NY | 02/2016 | 07/2017 |
| Kingfish Group | San Francisco | CA | 08/2017 | 10/2020 |
| Wehero | San Francisco | CA | 10/2020 | 08/2024 |
| Submittable | Missoula | MT | 08/2024 | 08/2025 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-10-02 |
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