Vocare Wealth Advisors

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
4
Advisory reps
2

Firm details

Headquarters
Reston, Virginia
CRD number
344366
Registered since
October 1, 2026
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Vocare Wealth Advisors is a limited liability partnership that recently registered with the SEC in 2026. The firm is owned by an individual and identifies as a newly formed advisory practice. Its stated advisory activities focus on financial planning and discretionary portfolio management for individuals and small-business owners. Fee arrangements include a percentage-of-AUM component as well as hourly and fixed-fee options. The firm is not positioned as a capital allocator, does not market itself as an active ESG investor, and is not designated as a multi-state adviser.

Assets & Accounts

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

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Reston, VA

Fairfax

Location

Reston, VA

Headquartered in Reston, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Fairfax
Address
11790 Sunrise Valley Dr
Time zone
ET (UTC-5)
Office locations

Similar firms