VIP Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 26–50 clients last fiscal year.
VIP Wealth Advisors reports 30 clients. They include 27 high-net-worth individuals and 3 individual clients. Of its assets, 25.8% ($32.5M across 96 accounts) are managed with discretion; $93.6M across 110 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 10% | 1% |
| High-net-worth individuals | 90% | 99% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 3 | $1.49M | 1.2% | $498K |
| High-net-worth individuals | 27 | $125M | 98.8% | $4.62M |
| Total | 30 | $126M | 100% | $4.2M |
- Clients
- 3
- Regulatory AUM
- $1.49M
- AUM share
- 1.2%
- Avg. per client
- $498K
- Clients
- 27
- Regulatory AUM
- $125M
- AUM share
- 98.8%
- Avg. per client
- $4.62M
Total
- Clients
- 30
- Regulatory AUM
- $126M
- AUM share
- 100%
- Avg. per client
- $4.2M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
VIP Wealth Advisors is paid through hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Ongoing financial planning
- Ongoing financial planning is a recurring fixed fee from $9,288 to $20,000 a year, paid in advance, negotiable.
- Project-based or hourly financial planning
- Project-based financial planning is a fixed fee from $700 to $50,000, or hourly at $375, negotiable.
- Tax preparation
- Tax preparation is a flat fee starting at $1,500, set by return complexity and agreed at the start of the engagement.
Mark Stancato owns 75% or more of VIP Wealth Advisors. It has 1 employee.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Vip Wealth Advisors LLC
Mark Stancato
Control person · since December 2024
Besides its headquarters, VIP Wealth Advisors has 0 offices, with 1 listed address in 1 state.
Georgia · 1 listed address
- 120 W Trinity PL, DecaturHQ
Contact and registration details
- Legal name
- Vip Wealth Advisors LLC
- Headquarters
- 120 W Trinity PL, Decatur, GA 30030
- Website
- vipwealthadvisors.com
- Phone
- 917-319-8281
- SEC file
- 801-135891
- Structure
- Georgia LLC
- Fiscal year end
- December
VIP Wealth Advisors’ named custodians for separately managed accounts are Charles Schwab ($101M, 80%) and Altruist ($25.6M, 20%). VIP Wealth Advisors does not have custody of client assets.
- AltruistAltruist Financial LLC · Culver City, CA · $25.6M20%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $101M80%
At year end, VIP Wealth Advisors’ separately managed accounts were mostly in stocks (69%).
What the accounts hold
- Stocks69%
- Bonds9%
- U.S. government and agency bonds5%
- Investment grade corporate bonds2%
- Sovereign bonds1%
- High-yield corporate bonds1%
- Cash6%
- Other16%
- Alternative assets16%
How many clients does VIP Wealth Advisors have?
VIP Wealth Advisors has 30 clients and manages $126 million for them, as of March 2026. They include 27 high-net-worth individuals and 3 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 March 2026
What services does VIP Wealth Advisors offer?
VIP Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does VIP Wealth Advisors use?
VIP Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $101M and Altruist Financial LLC (Culver City, CA), with $25.6M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 March 2026
How many financial advisors does VIP Wealth Advisors have?
VIP Wealth Advisors has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does VIP Wealth Advisors invest in?
At the end of its last fiscal year, VIP Wealth Advisors’ separately managed accounts held 69% exchange-traded equities, 16% other, 6% cash and equivalents, 5% U.S. government and agency bonds, 2% investment grade corporate bonds, 1% sovereign bonds and 1% high-yield corporate bonds. The 16% other category is described as: Alternative Assets.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns VIP Wealth Advisors?
VIP Wealth Advisors’ direct owner is Mark Stancato (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 18 March 2026
How does VIP Wealth Advisors get paid?
VIP Wealth Advisors is paid through hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact VIP Wealth Advisors?
VIP Wealth Advisors’ main office is at 120 W Trinity PL, Decatur, GA 30030. Its phone number is 917-319-8281. Its website is vipwealthadvisors.com.