Wealth ManagementActiveVerified

Vineyard Financial NYC

VINEYARD FINANCIAL NYC, LLC, Registered Agent

Vineyard Financial NYC is a wealth management firm offering tailored financial planning and investment management services. The company's website lists an office at 300 Park Avenue, New York, NY, and employs multiple advisors including Wes Ford, Jakub, Austin, and Collin. The LLC filing shows a different address (12 e 49th street), likely a registered agent or secondary location. The firm emphasizes customized solutions for clients at various life stages.

Filed February 9, 2024 · Manhattan, NY · New York County

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Source

New York Department of State, Division of Corporations · Entity 7251107 · Retrieved May 5, 2026

Search the registry for 7251107 ›JSON record ›

About Vineyard Financial NYC

VINEYARD FINANCIAL NYC, LLC was incorporated in New York on February 9, 2024, as a limited liability company in wealth management. The company listed itself as its own registered agent. Its principal location is in Manhattan, zip code 10017. The domain was registered on September 6, 2023, 156 days before filing, through Squarespace Domains, and the site was built with Squarespace. The website is modern, built with Framer, and confirmed to match the filing name and address. We estimate annual revenue between $100,000 and $1 million, with 6 to 25 employees. No annual report or EIN is on file yet. The company was first observed by DayOneLead on May 5, 2026, 816 days after filing.

  • Domain registered 156 days before filing, through Squarespace Domains.
  • The company listed itself as its own registered agent.
  • Website built with Squarespace and Framer, modern quality.
  • Website confirmed to match the filing name and address.
  • We estimate revenue $100K-$1M and 6-25 employees.
  • No annual report or EIN on file yet.

Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 23, 2026.

One of 709 new businesses registered in Manhattan in February 2024, and the only wealth management business registered there that month.

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Filing Details

Entity NameVINEYARD FINANCIAL NYC, LLC
Entity TypeLLC
Entity Number7251107
Filing DateFebruary 9, 2024
Principal AddressLocked
City / State / ZipManhattan, NY 10017
CountyNew York
TimezoneEastern (ET)
EIN on FileNo
Registered AgentVINEYARD FINANCIAL NYC, LLC
Agent AddressLocked
WebsiteYes · domain registered 156 days before filing · built on Squarespace · registrar Squarespace Domains
Website BuildModern · Framer 0ea0c8c
Annual ReportNot yet filed
Estimated Revenue$100K-$1M (estimate)
Estimated Employees6-25 (estimate)
FootprintBrick and mortar (estimate)
First Recorded by DayOneLeadMay 5, 2026 (816 days after filing)

Verified Business Profile

SubcategoryWealth Management

Contact Information

WebsiteLocked
PhoneLocked
EmailLocked
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Verified Website Profile

We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.

Domain RegisteredLocked
Domain AgeLocked
RegistrarLocked
Website PlatformLocked
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Frequently Asked Questions

When was Vineyard Financial NYC registered?

Vineyard Financial NYC was registered as LLC on February 9, 2024 in New York.

Where is Vineyard Financial NYC located?

Vineyard Financial NYC is based in Manhattan, NY, 10017, in New York County.

What type of business is Vineyard Financial NYC?

Vineyard Financial NYC is classified as a wealth management business.

Does Vineyard Financial NYC have an EIN on file?

No EIN was found on file for Vineyard Financial NYC at the time of registration.

Who Sells to This Business

Based on the business category, these service providers typically target this type of business.

InsuranceWeb DesignerAccounting

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