Overview
Assets Under Management: $127 million
Headquarters: HINGHAM, MA
High-Net-Worth Clients: 27
Average Client Assets: $4 million
Frequently Asked Questions
VINCENT WEALTH ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #332759), VINCENT WEALTH ADVISORS LLC is subject to fiduciary duty under federal law.
VINCENT WEALTH ADVISORS LLC is headquartered in HINGHAM, MA.
VINCENT WEALTH ADVISORS LLC serves 27 high-net-worth clients according to their SEC filing dated February 28, 2025. View client details ↓
According to their SEC Form ADV, VINCENT WEALTH ADVISORS LLC offers financial planning and portfolio management for individuals. View all service details ↓
VINCENT WEALTH ADVISORS LLC manages $127 million in client assets according to their SEC filing dated February 28, 2025.
According to their SEC Form ADV, VINCENT WEALTH ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.51
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 268
Discretionary Accounts: 247
Non-Discretionary Accounts: 21
Regulatory Filings
CRD Number: 332759
Last Filing Date: 2025-02-28 00:00:00
Website: https://vincentwealth.com