Vincent Wealth Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Norwell, MA. Its latest Form ADV filing, dated March 9, 2026, reports $153M in regulatory assets under management, 2 employees, and 319 accounts.
Assets Under Management
$153M
Employees
2
Offices
--
Total Clients
83
Primary office
NORWELL, MA
101 LONGWATER CIRCLE, SUITE 101, NORWELL, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.8% of total clients.
Top client categories% of clientsClients
1
Individuals
57.8%
48
2
HNWI
42.2%
35
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$153Mas of March 9, 2026
Discretionary89.2%
$136M
89% of total RAUM89.2%
Non-discretionary10.8%
$16M
11% of total RAUM10.8%
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$153M
Total Accounts319
10Y AUM Change+$153M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee42:1
10Y Employee Change0 (0.0%)
* 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.