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| Keyboard |
| Vauban Wealth Management
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|---|---|
| CRD # | 305222 |
| SEC # | 801-117622 |
| CIK # | |
| AUM | 181.2 M (2026-03-30) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 78742500350036 |
| Address | Lot K2 Marginal Street Suite 201 Guaynabo, PR 00969 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28 | 10.7 |
| (b) Individuals (high net worth individuals) | 29 | 166.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 4.4 |
| (n) Other | 0 | 0.0 |
| Total | 59 | 181.2 |
| By Discretionary | ||
| Discretionary | 29 | 27.4 |
| Non-Discretionary | 30 | 153.8 |
| Total | 59 | 181.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 30.3 | |
| United States Persons | 150.9 | |
| Total | 59 | 181.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| LEI | 254900WSIHXNKEEUOB36 |
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|---|---|---|
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|
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|
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|
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|
Fiduciary Wealth Group LLC
✚
|
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|
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✚
|
OR | 177.8 M |