VINCENT WEALTH ADVISORS LLC

Overview

Vincent Wealth Advisors LLC is an independent registered investment adviser that serves individuals and families with a mix of financial planning and discretionary portfolio management for individuals and small businesses. The firm operates on both percentage-of-AUM and fixed-fee arrangements and concentrates its client work on traditional wealth management rather than institutional pension consulting or multi-state institutional business. Vincent Wealth Advisors does not identify as an active ESG investor and does not act as a capital allocator for external private fund platforms; instead, it builds client portfolios from liquid public securities supplemented by selected third‑party alternatives. Investment activity shows a clear equity tilt: the firm’s reporting indicates a preference for exchange‑traded equities as the primary building block of client portfolios, supplemented by mutual funds and limited allocations to hedge funds. Most assets are managed on a discretionary basis, pointing to an emphasis on model-driven or adviser-directed portfolios. Custody and operational relationships appear concentrated, which supports streamlined trading, reporting and tax management for clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices