VECTOR DYNAMICS WEALTH MANAGEMENT P.L.L.C
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 ClientsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Vector Dynamics Wealth Management P.L.L.C. is organized as a limited liability company with individual ownership. The firm is classified as unclassified in the dataset and is not identified as a capital allocator. Its business mix combines real estate brokerage with advisory and educational services: financial planning, portfolio management for individuals/small businesses and for businesses or institutions, plus publication of periodicals or newsletters and delivery of seminars or workshops. The firm offers multiple billing options—percentage of AUM, hourly, subscription and fixed fees—indicating flexibility in how it charges clients. The dataset does not list an SEC registration year. It is not flagged as an active ESG investor, a multi‑state adviser, a pension consultant, or a related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Alberto Valtierra
Managing MemberCRD 7892723
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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