VECTORWEALTH

Overview

Vectorwealth is an independent Registered Investment Adviser organized as an LLC and SEC-registered in 2021. The firm serves both high-net-worth individuals and families as well as institutional clients, charging fees as a percentage of assets under management. Its core advisory services listed on regulatory filings are financial planning and portfolio management for individuals and small businesses. Vectorwealth does not identify as an active ESG investor, is not a multi-state adviser, and is not a pension consultant. Ownership is recorded as a mix of a domestic entity and an individual. Regulatory filings also list professional affiliations with another investment adviser, an accounting firm, and an insurance company.

Assets & Accounts

Investments & Alternatives

Location & Offices