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VAUBAN WEALTH MANAGEMENT
CRD 305222 · SEC 801-117622
LOT K-2 MARGINAL STREET SUITE 201, OASIS GARDENS DEVELOPMENT, GUAYNABO, PR, 00969, United States
Phone
1-787-425-0035/0036
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$181.2M
Discretionary AUM
$27.4M
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 28 | $10.7M |
| High net worth individuals | 29 | $166.0M |
| Corporations/business entities | 2 | $4.4M |
States served
PR
Official SEC filing: View on IAPD