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| Keyboard |
| Vincent Wealth Advisors LLC
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|---|---|
| CRD # | 332759 |
| SEC # | 801-131070 |
| CIK # | |
| AUM | 152.9 M (2026-03-09) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 781-556-8623 |
| Address | 101 Longwater Circle Norwell, MA 02061 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 48 | 15.2 |
| (b) Individuals (high net worth individuals) | 35 | 137.6 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 319 | 152.9 |
| By Discretionary | ||
| Discretionary | 287 | 136.4 |
| Non-Discretionary | 32 | 16.5 |
| Total | 319 | 152.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 152.9 | |
| Total | 319 | 152.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Alessandra Capital Management LLC
✚
|
CA | 153.5 M |
|
ARTA Finance Wealth Management LLC
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CA | 153.4 M |
|
Clear Retirement Advice LLC
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CA | 153.4 M |
|
Steve Lynch Wealth Management
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NM | 153.4 M |
|
Aventine Financial Group LLC
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PA | 153.1 M |
|
Quantum Capital Investments Inc
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153.0 M | |
|
Sustainable Investment Solutions LLC
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|
MA | 152.9 M |
|
Wager Wealth Management and Financial Planning LLC
✚
|
152.8 M | |
|
Cypress Advisory Group LLC
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AZ | 152.7 M |
|
Ankerstar Wealth LLC
✚
|
TX | 152.5 M |