VIAABLE, LLC

Adviser information for VIAABLE, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Pennsylvania, United States

Employees

Total Number of Employees 2
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 1
Registered State Investment Advisers 2
Licensed Agents of an Insurance Company 1
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 316 $103.6M
Non-Discretionary 7 $178,200
Total 323 $103.8M

Clients

Type Number RAUM
Individuals 79 $15.0M
HNW Individuals 41 $45.0M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans <5 $43.8M
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses <5 $26,649
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting services
Compensation % of AUMFixed fees
Other Business Activities Registered representative of a broker-dealerInsurance broker or agent

Identifiers

SEC RIA File Number 801-130160
SEC ERA File Number 801-130160
SEC CIK Numbers None
SEC CRD Numbers 322140
Legal Entity Identifier None

Principal Office

1620 MINDEN LANE
MALVERN
PA
United States
Monday - Friday, BY APPOINTMENT
Tel: 215-370-9067, Fax: None

Websites

Chief Compliance Officer

PAUL SAVINI
145 EAST SWEDESFORD RD #1037
WAYNE
PA
United States
Tel: 215-370-9067
(Full email address available in API data)

Regulatory Contact

JORDAN GREEN
COUNSEL
145 EAST SWEDESFORD RD #1037
WAYNE
PA
United States
Tel: 6098810101
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
SAVINI, PAUL, FRANCIS Individual OWNER, CCO 06/2022 > 75%

No. Employees, Historic

1050202420252 on 3/29/2024

RAUM, Historic

200M100M020242025103763274 on 3/29/2024

No. Clients, Historic

200100020242025120 on 3/29/2024