Vocare Wealth Advisors
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
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
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