V
$77.8M Total AUM
$41.8M Disc. AUM
-- 3Y CAGR
6 Employees
79 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · LPL Financial · UBS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-01-2022
- Office Locations
- 1
Office Locations
608 W. Horatio Street Unit D Tampa FL
About Vectorwealth
Vectorwealth is a Tampa-based RIA. The firm has been operating for 4 years. Managing $77.8M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial.
Team overview
-- AVG AGE
$19.5M AVG AUM / ADVISOR
$984.9K AVG AUM / CLIENT
1.6 yrs AVG TENURE
6 Employees
4 Advisory Reps
4 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
G
GREGORY MATTHEW DOOLEY
Investment Adviser Representative, Managing Member, Registered Principal
- CRD
- #4792015
- Ownership
- 5% but less than 10%
Available
Available
Available
M
MATHEW JOHN CALABRO
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
N
NICHOLAS JOHN KOEN
--
- CRD
- #6249924
Available
Available
Available
S
SEAN KIRBY LOUDERBACK
--
- CRD
- #6462184
Available
Available
Available
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,808,403 | $185,185 |
| Non-Discretionary | $36,000,000 | -- |
| Total | $77,808,403 | $185,185 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing