$152.9M Total AUM
$136.4M Disc. AUM
-- 3Y CAGR
2 Employees
83 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-06-2024
- Office Locations
- 1
Office Locations
101 Longwater Circle Suite 101 Norwell MA
About Vincent Wealth Advisors LLC
Vincent Wealth Advisors is a boutique wealth management firm providing personalized financial planning and proactive portfolio management for individuals and families, including retirement planning and intergenerational wealth transitions. The firm emphasizes a transparent fee structure and custom solutions aligned to client risk tolerance. Portfolios are primarily implemented with ETFs, and accounts are custodied at Charles Schwab.
Team overview
45 AVG AGE
$152.9M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
1.9 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
1yrs 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
J
JEFFREY JAMES VINCENT
Chief Compliance Officer, Director, Owner
- CRD
- #2704182
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $136,420,928 | $475,334 |
| Non-Discretionary | $16,455,081 | $514,221 |
| Total | $152,876,009 | $479,235 |
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Separately Managed Accounts
Total SMA Asset: Available
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| Equity - Exchange | Available | Available |
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| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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