Vector Dynamics Wealth Management P.L.L.C.

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Mesa, Arizona
CRD number
342038
Fee structure
Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Vector Dynamics Wealth Management P.L.L.C. is organized as a limited liability company with individual ownership and is registered at the state level in Alaska and Arizona. The firm combines advisor services with a business presence in real estate brokerage. Its advisory offering includes financial planning, portfolio management for both individuals/small businesses and for businesses or institutions, pension consulting, publication of periodicals/newsletters, and educational seminars or workshops. The firm uses multiple client billing approaches rather than a single model — available fee arrangements include percentage-of-assets, hourly billing, subscription fees, and fixed fees. It does not identify itself as an ESG-focused investor and is not listed as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Alberto Valtierra

    Alberto Valtierra

    Managing MemberCRD 7892723

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Mesa, AZ

Maricopa

Location

Mesa, AZ

Headquartered in Mesa, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
Maricopa
Address
247 E 8th Dr
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth