MINNEAPOLIS, MNCRD 152667Latest ADV March 12, 2026
Vector Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Minneapolis, MN. Its latest Form ADV filing, dated March 12, 2026, reports $1.6B in regulatory assets under management, 19 employees, and 3,155 accounts.
Assets Under Management
$1.6B
Employees
19
Offices
--
Total Clients
853
Primary office
MINNEAPOLIS, MN
43 MAIN STREET SE, SUITE 236, MINNEAPOLIS, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 54.7% of total clients.
Top client categories% of clientsClients
1
HNWI
54.7%
467
2
Individuals
44.8%
382
3
Charitable
0.2%
2
4
Pension Plans
0.1%
1
5
Government
0.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.6Bas of March 12, 2026
Discretionary98.2%
$1.6B
98% of total RAUM98.2%
Non-discretionary1.8%
$30M
2% of total RAUM1.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.6B
Total Accounts3,155
10Y AUM Change+$612M (+59.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee45:1
10Y Employee Change+2 (+11.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.