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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Vauban Wealth Management
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|---|---|
| CRD # | 305222 |
| SEC # | 801-117622 |
| CIK # | |
| AUM | $148.7 M (2025-03-30) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 78742500350036 |
| Address | Lot K2 Marginal Street Suite 201 Guaynabo, PR 00969 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 24 | 9.3 |
| (b) Individuals (high net worth individuals) | 25 | 138.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 50 | 148.7 |
| By Discretionary | ||
| Discretionary | 22 | 17.6 |
| Non-Discretionary | 28 | 131.1 |
| Total | 50 | 148.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 24.5 | |
| United States Persons | 124.2 | |
| Total | 50 | 148.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Elite Income Advisors Inc
✚
|
MD | 0.2 |
|
Gilbert Greg RIA LLC
✚
|
CA | 0.2 |
|
Clearbrook Investment Solutions LLC
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|
NY | 0.1 |
|
Kelsey Financial LLC
✚
|
CA | 0.1 |
|
Meliora Capital LLC
✚
|
OK | 0.1 |
|
Spectrum Advisors Inc
✚
|
TX | 0.1 |
|
Englebert Financial Advisers LLC
✚
|
PA | 0.1 |
|
Goldman Financial Planning LLC
✚
|
ME | 0.1 |
|
Intentional LLC
✚
|
SC | 0.1 |
|
The ETF Store Inc
✚
|
KS | 0.1 |