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Viviana Vilacha

5 Years of Experience
Rumford, RI
Broker

Viviana Vilacha is a registered investment advisor at Allspring Funds Management, LLC, based in Rumford, RI, with 5 years of industry experience. Viviana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12,065 clients with $320B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
86 advisors
Number of Clients
12,065 clients
Average Client Portfolio
$26.4M average
Assets Under Management
$318.0B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)

Allspring Funds Management negotiates investment advisory fees with each managed account program sponsor. These fees generally range from 0.07% to 0.75% of the value of the client's assets managed. The total annual fees charged by sponsors generally include Allspring's fee. Fees are generally payable quarterly based on the calendar quarter-end market value. Clients also pay the fees and expenses of the underlying investments.

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Location

Rumford, RI

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Viviana is a landlord of a two-family home in New Bedford, MA, receiving monthly rental income since 2018. She spends minimal time on maintenance for the property.

Employment History
Current Registrations
Allspring Funds Management, LLC
February 2025 - Present · 1 yr 5 mos
Allspring Funds Distributor, LLC
February 2025 - Present · 1 yr 5 mos
Allspring Funds Distributor, LLCBroker
February 2025 - Present · 1 yr 5 mos
Previous Registrations
Natixis Advisors, LLC
November 2020 - February 2025 · 4 yrs 3 mos
Natixis Distribution, LLCBroker
October 2020 - February 2025 · 4 yrs 4 mos
Securian Financial Services, INC.
July 2020 - August 2020 · 1 mo
Securian Financial Services, INC.Broker
January 2020 - August 2020 · 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Viviana Vilacha - Financial Advisor | TrueAdvisor