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VAQUERO PRIVATE WEALTH, LTD.
CRD 305266 · SEC 801-117364
8111 DOUGLAS AVENUE, SUITE 1350, DALLAS, TX, 75225, United States
Phone
214-269-7855
Fax
214-269-7855
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$928.9M
Discretionary AUM
$820.9M
Team
9 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Partnership
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 79 | $17.9M |
| High net worth individuals | 179 | $871.7M |
| Pension/profit sharing plans | 5 | $11.0M |
| Charitable organizations | 4 | $7.6M |
| Insurance companies | 1 | $3.3M |
| Corporations/business entities | 17 | $17.4M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD