Ville Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$11,142,925
Clients
12
17% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
12
LowAverage account size
$928,577
About
Ville Wealth Management is a small, fee‑only independent advisory firm that provides wealth management, financial planning (project‑based and ongoing), and coordinated estate‑planning services. The firm manages client portfolios through third‑party outside managers and model portfolios, and reported about $11.1 million in assets under management across roughly a dozen client relationships.
The firm’s investment approach emphasizes asset allocation and modern portfolio theory, using a mix of passive and active funds, ETF/mutual‑fund analysis, and model portfolios available via the Altruist Model Marketplace. Ville Wealth assists clients with selecting and onboarding outside managers, completes investor‑profile questionnaires, performs periodic reviews, and can incorporate socially responsible screens or client‑imposed restrictions when requested.
Notably, Ville Wealth was founded in 2025 and concentrates on higher‑asset individuals rather than serving non‑high‑net‑worth retail clients, generally maintaining a $250,000 account minimum (with case‑by‑case waivers). The firm’s use of third‑party managers, its partnership with EncorEstate for estate planning, and reliance on the Altruist platform for model delivery and custody are distinctive implementation features relative to many solo advisers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Project-Based Financial Planning fees range from $1,000 to $10,000; Estate Planning fees range from $250 to $2,000.
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% Above $2,000,000+: Negotiable
Ongoing Financial Planning fees range from $100 to $1,000 per month, paid monthly in arrears.
Account minimum: $250,000 Fee-only: Financial planning fees range from $100 to $10,000 depending on service type and scope; Estate planning fees range from $250 to $2,000.
Main office location
Ville Wealth Management
Avon Lake OH, United States
Number of offices
1
Most active in
Ville Wealth Management has reported serving >5 clients in these states in the last 12 months.
Ohio · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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