Falists
← Back to search

VINCENT WEALTH ADVISORS LLC

CRD 332759 · SEC 801-131070

Visit website

101 LONGWATER CIRCLE, SUITE 101, NORWELL, MA, 02061, United States

Phone

(781) 556-8623

Fax

(781) 650-2698

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$152.9M

Discretionary AUM

$136.4M

Team

2 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-09

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals48$15.2M
High net worth individuals35$137.6M

States served

MA, NY, NH

All web addresses on file

Official SEC filing: View on IAPD