V
$16.1M Total AUM
$16.1M Disc. AUM
-- 3Y CAGR
1 Employees
42 ADV. Clients
27 yrs Firm Age
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- Custodian
- Etrade · Pershing · SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-1999
- Office Locations
- 1
Office Locations
8108 Ralston Road Arvada CO
About Vascorp Wealth Advisors
Vascorp Wealth Advisors is a Arvada-based RIA. The firm has been operating for 27 years. Managing $16.1M in total assets under management, with 1 advisory representatives. They custody assets with Etrade and Pershing.
Team overview
-- AVG AGE
$16.1M AVG AUM / ADVISOR
$384.0K AVG AUM / CLIENT
27.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
PERRY JON VASQUEZ
President
- CRD
- #1697352
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,128,508 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,128,508 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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