Vector3 Wealth Management

Overview

Vector3 Wealth Management is a sole-proprietorship wealth adviser that registered with the SEC in 2026 and is owned by an individual. The firm identifies as a newly formed adviser focused on financial planning and discretionary portfolio management for individuals and small businesses. Its fee model is a percentage-of-assets-under-management arrangement. Vector3 does not position itself as a capital allocator; the firm is not listed as directing capital to sub-managers. It is not an active ESG investor, is not registered as a multi-state adviser, and does not describe pension-consulting or related-adviser activities in the available data. The combination of service scope and organizational structure suggests a boutique, advisor-led practice focused on directly managing client portfolios rather than on institutional or outsourced manager solutions.

Assets & Accounts

Location & Offices