Franco Allena
VIM Wealth Management · New York, New York
Franco Allena is a fee-only financial advisor at VIM Wealth Management in New York, New York. VIM Wealth Management reports charging a percentage of assets, hourly fees and a subscription on its Form ADV.
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Facts
| Firm | VIM Wealth Management |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Subscription |
| Assets under management | $31.1M across 206 accounts |
| SEC registration | Investment adviser representative in FL, NY · CRD 8324366 |
| Exams passed | Series 65 (2026) · Series 66 (2026) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | vimwealthmanagement.com |
How Franco's firm compares
- VIM Wealth Management's average account is about $151,000, from its Form ADV (assets managed divided by 206 accounts).
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Questions about Franco
Is Franco Allena a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Franco holds no broker registration, and VIM Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Franco charge for financial advice?
Franco's firm, VIM Wealth Management, reports charging a percentage of assets, hourly fees and a subscription on its SEC Form ADV.
Where is Franco Allena based?
Franco Allena is based in New York, New York.
Is Franco Allena registered with the SEC?
Yes. Franco Allena is registered as an investment adviser representative in FL and NY (CRD 8324366), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does VIM Wealth Management manage?
VIM Wealth Management reports $31.1M across 206 accounts in assets under management.
How do I contact Franco Allena?
Through Franco's website, vimwealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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