Vauban Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Guaynabo, PR. Its latest Form ADV filing, dated March 30, 2026, reports $181M in regulatory assets under management, 2 employees, and 59 accounts.
Assets Under Management
$181M
Employees
2
Offices
--
Total Clients
59
Primary office
GUAYNABO, PR
LOT K-2 MARGINAL STREET SUITE 201, OASIS GARDENS DEVELOPMENT, GUAYNABO, PR, United States
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 49.2% of total clients.
Top client categories% of clientsClients
1
HNWI
49.2%
29
2
Individuals
47.5%
28
3
Corporations
3.4%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$181Mas of March 30, 2026
Discretionary15.1%
$27M
15% of total RAUM15.1%
Non-discretionary84.9%
$154M
85% of total RAUM84.9%
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$181M
Total Accounts59
10Y AUM Change+$181M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee30:1
10Y Employee Change-1 (-33.3%)
* 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.