Trisha Adame has been an investment adviser representative at VCI Wealth Management since May 2023, and is not listed among the firm’s executive officers or direct owners.
Vci Wealth Management LLC is a Saint Louis, MO firm with $435M under management, 1,686 clients and 23 advisers in one office, as of its May 2026 filing.
Trisha Adame’s longest registration is the current one, 3 years at VCI Wealth Management since 2023. Before joining VCI Wealth Management in 2023, Trisha Adame was registered through Ae Wealth Management, LLC.
- Ae Wealth Management, LLC– · 2 yearsAustin, TX · Adviser representative · Firm CRD 282580
Investment adviser representative registrations
Trisha Adame is registered as an investment adviser representative in Texas, since May 2023.
- TexasSince 31 May 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 January 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Trisha Joy Adame
- CRD
- 7394835
- Firm
- VCI Wealth Management · CRD 324833
- Office
- Austin, TX
- Registration
- Investment adviser registration
- In the industry since
- June 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Trisha Adame work?
Trisha Adame is an investment adviser representative registered through Vci Wealth Management LLC since May 2023, and is not listed among the firm’s executive officers or direct owners.
Is Trisha Adame a financial advisor?
Yes. Trisha Adame has a current investment-adviser registration in Texas, through VCI Wealth Management since May 2023.
How many years of experience does Trisha Adame have?
Trisha Adame has 5 years in the financial industry, since June 2021, across 2 adviser firms.
What exams has Trisha Adame passed?
Trisha Adame passed the Series 65 in January 2021.
Where is Trisha Adame based?
Trisha Adame’s registered office is in Austin, TX.
Is Trisha Adame registered with FINRA?
No. Trisha Adame has no current broker registration.
How can I verify Trisha Adame’s record?
Search CRD 7394835 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Trisha Adame’s full registration record.