Where are Vintage Wealth Advisors employees located globally?

Vintage Wealth Advisors has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Vintage Wealth Advisors's team size changed over time?

Vintage Wealth Advisors's team has remained stable from approximately 8 to 8 employees based on available data.

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Vintage Wealth Advisors Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Vintage Wealth Advisors is an independent, full-service financial planning firm committed to supporting the goals of individuals and business owners in the Napa Valley. As registered representatives of LPL Financial, the team at Vintage Wealth Advisors provides fee-based advice and a wide array of services that include: comprehensive financial planning, proactive investment management, customized retirement strategies, estate planning, and insurance and annuities.

Securities offered through LPL Financial, Member FINRA/SIPC (www.finra.org www.sipc.org.)

Third party posts found on this profile do not reflect the views of LPL Financial and have no been reviewed by LPL Financial as to accuracy or completeness. 

For a list of states in which we are registered to do business, please visit www.vintage-wealth.com.

For questions please e-mail us at info@vintage-wealth.com.

Find Vintage Wealth Advisors employees' phone numbers or email addresses

Vintage Wealth Advisors Global Highlights

North America
15

United States Of America
15

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Vintage Wealth Advisors's Leadership

D. W.
Wealth Advisor
Mobile Phone
Email

Vintage Wealth Advisors Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Vintage Wealth Advisors

Name

Title

Contact Info

Location

Last Update

D. W.
Wealth Advisor
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Vintage Wealth Advisors known for?

Vintage Wealth Advisors was founded in 2015 operates in the Financial Services industry. The company's main headquarters is located in 513 Lincoln Avenue Napa, California 94558 United States. Explore Vintage Wealth Advisors's company overview page for more information.

What is Vintage Wealth Advisors's most common email format?

Vintage Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Vintage Wealth Advisors email formats with LeadIQ.

How many employees does Vintage Wealth Advisors have currently?

Vintage Wealth Advisors has approximately 9 employees as of March 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Vintage Wealth Advisors's key employees and leadership?

As of March 2026, Vintage Wealth Advisors's key employees include:

Wealth Advisor: D. W.

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