Vincere Wealth Management LLC

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Assets, Funds, Holdings

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Vincere Wealth Management LLC
CRD #293852
SEC #801-123356
CIK #
AUM
Employees 6 (83% Investors, 0% Brokers)
Phone415-579-0219
Address3500 Depauw Blvd
Indianapolis, IN 46268
Source [IAPD] [Website] [LinkedIn] [Facebook] [Instagram]
Total AUM ($M)
705642281402009201420192025
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 349 39.0
(b) Individuals (high net worth individuals) 63 23.0
(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 0 0.0
(n) Other 0 0.0
Total 731 62.0
By Discretionary
Discretionary 731 62.0
Non-Discretionary 0 0.0
Total 731 62.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 62.0
Total 731 62.0
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