Vanmay Wealth Management, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 341172
· Huntington Beach, CA
· www.linkedin.com
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ADV data as of Aug 20, 2026
- Regulatory AUM
- $40.6M
- Discretionary
- $40.6M
- Clients
- 53
- Avg AUM / client
- $766K
- Accounts
- 140
- Employees
- 2
AUM over time
$0
$40.6M
Jun 10, 2026
Aug 20, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 40 | $18.2M | 44.7% |
| High net worth individuals | 9 | $20.9M | 51.3% |
| Charitable organizations | 2 | $242K | 0.59% |
| Corporations and other businesses | 2 | $1.4M | 3.38% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Denny Hooten | Registered representative | Jun 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/10/2026 | 1.1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 20, 2026.
View current Form ADV (SEC/IAPD) ↗