Vincent Wealth Advisors LLC
Vincent Wealth Advisors LLC is an SEC-registered wealth manager in Hingham, MA with $152.9M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Vincent Wealth Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 332759, SEC 801-131070, data through 2026-03-09.
- AUM (assets under management / regulatory AUM)
- $152.9M (2026-03-09)
- Firm type
- Wealth Manager
- Location
- Hingham, MA
- Employees
- 2
- Clients
- 83
- CRD
- 332759
- Ownership
- VINCENT, JEFFREY, JAMES
How much AUM does Vincent Wealth Advisors LLC have?
Vincent Wealth Advisors LLC reported $152.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-09).
Who owns Vincent Wealth Advisors LLC?
Disclosed owners and executives of Vincent Wealth Advisors LLC include VINCENT, JEFFREY, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.