Vessel Wealth Advisors LLC

RIASEC Registered
Total AUM
$32M
Discretionary
$31.8M
99% of AUM
Avg account
$224K
Accounts
143
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
310809
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI66.39%
  • Individuals33.61%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Vessel Wealth Advisors LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. Its client focus is on individuals and families, and the firm offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements include a percentage of assets under management alongside hourly and fixed-fee engagements. Vessel does not position itself as an ESG-active investor and is not indicated as a multi-state 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

Asset composition

Asset composition: Public Funds/Mutual Funds 85%, Exchange Traded Equities 10%, Cash & Cash Equivalents 5%85%
  • Public Funds/Mutual Funds85%
  • Exchange Traded Equities10%
  • Cash & Cash Equivalents5%

Owners & executives

1 of 1
  • Kevin Carlson

    Chief Compliance OfficerCRD 2905516

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth