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- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-31-2003
- Office Locations
- 1
Office Locations
About Sucre'-Vail Wealth Advisors
Sucré‑Vail Wealth Advisors is an independent, fiduciary wealth management firm serving specialty physicians and other high‑income professionals with tax-aware planning, asset protection, and coordinated implementation alongside clients’ other advisors. Portfolios are built around diversified asset allocation using ETFs and mutual funds, and the firm emphasizes transparent reporting and use of an independent trust fiduciary for asset safekeeping.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MARGARET ROSE SUCRE'-VAIL
Chief Compliance Officer, President
- CRD
- #1699749
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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HENRY EDWARD VAIL
Private Wealth Advisor
- CRD
- #1088416
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $55,751,113 | -- |
| Total | $55,751,113 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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