Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

VINCENT WEALTH ADVISORS LLC

dba VINCENT WEALTH ADVISORS LLC · CRD 332759 · Registered Investment Adviser

VINCENT WEALTH ADVISORS LLC is a Registered Investment Adviser headquartered in NORWELL, MA. The firm reports $152,876,009 in regulatory assets under management across 319 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$136,420,928
Non-discretionary$16,455,081
Total RAUM$152,876,009
Accounts319

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 332759. adviserinfo.sec.gov/firm/summary/332759.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.