Vocare Wealth Advisors
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
FINTRXOverview
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
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
Albert Wu
Investment Adviser RepresentativeCRD 6180122
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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