Vector3 Wealth Management
Firm details
- Headquarters
- San Diego, California
- CRD number
- 343072
- Registered since
- July 6, 2026
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Vector3 Wealth Management is a sole proprietorship advisory firm that registered with the SEC in 2026. The firm is classified as an unclassified adviser and is identified as a newly formed practice. Its client-facing activities focus on financial planning and discretionary portfolio management for individuals and small businesses. The firm's revenue model is a percentage-of-assets-under-management fee. Vector3 does not report activity as a capital allocator, is not positioned as a pension consultant, and is not listed as a related adviser. It is not an active ESG investor and is not identified as a multi-state adviser. Public filings and the snapshot data indicate the firm is in start-up phase and has not yet reported client accounts or assets. A single office location is recorded for the firm.
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
John Pak
PrincipalCRD 2741277
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, in the West of the United States.
- Region
- West
- County
- San Diego
- Address
- 4660 Lane Jolla Vlg Dr
- Time zone
- PT (UTC-8)
- Office locations
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