Vessel Wealth Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 310809
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI66.39%
- Individuals33.61%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Vessel Wealth Advisors LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. Its client focus is on individuals and families, and the firm offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements include a percentage of assets under management alongside hourly and fixed-fee engagements. Vessel does not position itself as an ESG-active investor and is not indicated as a multi-state 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
Asset composition
- Public Funds/Mutual Funds85%
- Exchange Traded Equities10%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1Kevin Carlson
Chief Compliance OfficerCRD 2905516
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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