Vocare Wealth Advisors

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
4
Advisory reps
1

Firm details

Headquarters
Reston, Virginia
CRD number
344366
Registered since
October 1, 2026
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Vocare Wealth Advisors is organized as a limited liability partnership with an individual owner and positions itself as a boutique advisory firm serving individuals and small businesses. The firm provides financial planning services and portfolio management for those client segments and offers a mix of fee arrangements: percentage-of-AUM fees alongside hourly and fixed-fee billing. Vocare is identified as a newly formed adviser and is registered with the SEC in 2026. The firm does not self-identify as an active ESG investor, is not multi-state, and is not described as a capital allocator, pension consultant, or related adviser. Its classification in the source data is unclassified.

Assets & Accounts

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
  • Albert Wu

    Albert Wu

    Investment Adviser RepresentativeCRD 6180122

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Reston, VA

Fairfax

Location

Reston, VA

Headquartered in Reston, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Fairfax
Address
11790 Sunrise Valley Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth