Vincent Wealth Advisors LLC
● SEC registered since 2024CRD 332759SEC# 801-131070Norwell, MA
Reg. AUM
$152.9M
Employees
2
Accounts
319
Location
Norwell, MA
Vincent Wealth Advisors LLC assets under management
Vincent Wealth Advisors LLC is a registered investment adviser overseen by the SEC based in Norwell, MA. The firm has been registered since 2024. It reports $152.9 million in regulatory assets under management and employs 2 people.
Vincent Wealth Advisors LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey James Vincent Control | Owner And Chief Compliance Officer | Over 75% | 2024 |
Frequently asked questions
How much does Vincent Wealth Advisors LLC manage?
Vincent Wealth Advisors LLC reports $152.9 million in regulatory assets under management on its Form ADV.
How many employees does Vincent Wealth Advisors LLC have?
Vincent Wealth Advisors LLC reports 2 employees.
Where is Vincent Wealth Advisors LLC located?
Vincent Wealth Advisors LLC is based in Norwell, MA and has been SEC-registered since 2024.
Does Vincent Wealth Advisors LLC disclose fund performance?
Vincent Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 101 Longwater Circle, Suite 101, Norwell, MA 02061 |
| Phone | (781) 556-8623 |
| Fax | (781) 650-2698 |
| Office hours | By Appointment |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$152.9M▲ 20%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$152.9Mregulatory AUM
Discretionary $136.4MNon-discretionary $16.5M