V
$32.0M Total AUM
$31.8M Disc. AUM
-- 3Y CAGR
1 Employees
36 ADV. Clients
4 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-06-2022
- Office Locations
- 1
Office Locations
-- Portland OR
About Vessel Wealth Advisors LLC
Vessel Wealth Advisors LLC is a Portland-based RIA. The firm has been operating for 4 years. Managing $32.0M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank.
Team overview
51 AVG AGE
$32.0M AVG AUM / ADVISOR
$889.2K AVG AUM / CLIENT
4.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
K
KEVIN JOHN CARLSON
Chief Compliance Officer, Managing Member
- CRD
- #2905516
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,799,024 | -- |
| Non-Discretionary | $212,196 | -- |
| Total | $32,011,220 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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