VECTOR DYNAMICS WEALTH MANAGEMENT P.L.L.C

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Alberto Valtierra

    Managing MemberCRD 7892723

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth