MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC
SEC RegisteredSimplifying the Complexities of Managing Wealth
About the firm
At Martha's Vineyard Investment Advisors, we use a planning approach designed to instill a feeling of confidence gained from personalized financial planning. With your goals and risk tolerance at the center of the process, we integrate your existing holdings into a carefully curated investment strategy.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, personalized financial planning, and investment strategy integrating existing holdings based on client goals and risk tolerance.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 223 | $65M |
| High Net Worth Individuals | 113 | $208M |
| Investment Companies | 2 | — |
| State/Municipal Entities | 21 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.