PPrivate Fund Data Log in Join · $37/mo

Vincent Wealth Advisors, LLC

● SEC registered since 2024CRD 332759SEC# 801-131070Hingham, MA
Export (members)
Reg. AUM
$127.3M
Employees
2
Accounts
268
Location
Hingham, MA

Vincent Wealth Advisors, LLC assets under management

Vincent Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Hingham, MA. The firm has been registered since 2024. It reports $127.3 million in regulatory assets under management and employs 2 people.
www.vincentwealth.comView on SEC.gov ↗

Vincent Wealth Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Jeffrey James Vincent ControlOwner And Chief Compliance OfficerOver 75%2024

Frequently asked questions

How much does Vincent Wealth Advisors, LLC manage?

Vincent Wealth Advisors, LLC reports $127.3 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 Hingham, 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

Address350 Lincoln Street, Suite 2400, Hingham, MA 02043
Phone(781) 556-8623
Fax(781) 650-2698
Office hoursBy Appointment
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$115.7M
Non-discretionary$11.7M
Total (RAUM)$127.3M