VINCERE WEALTH MANAGEMENT, LLC
CRD #293852 SEC #801-123356 INDIANAPOLIS, IN (415) 579-0219
SEC Registered
Total AUM
$62M
Discretionary
$62M
Employees
6
Clients
251
Accounts
731
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2024 | $62M | $62M | $0 | 6 | 200 |
| Mar 2024 | $62M | $62M | $0 | 7 | 200 |
| Nov 2023 | $43.8M | $43.5M | $261.4K | 7 | 200 |
| Aug 2023 | $43.8M | $43.5M | $261.4K | 7 | 200 |
| Jul 2023 | $43.8M | $43.5M | $261.4K | 9 | 200 |
| Mar 2023 | $43.8M | $43.5M | $261.4K | 10 | 200 |
| Mar 2023 | $43.8M | $43.5M | $261.4K | 10 | 200 |
| Jan 2023 | $33.2M | $33.2M | $0 | 11 | 197 |
| Nov 2022 | $33.2M | $33.2M | $0 | 10 | 197 |
| Oct 2022 | $33.2M | $33.2M | $0 | 10 | 197 |
| Oct 2022 | $33.2M | $33.2M | $0 | 10 | 197 |
| Jul 2022 | $33.2M | $33.2M | $0 | 10 | 197 |
| Apr 2022 | $33.2M | $33.2M | $0 | 10 | 197 |
| Mar 2022 | $33.2M | $33.2M | $0 | 9 | 197 |
| Feb 2022 | $33.2M | $33.2M | $0 | 6 | 197 |
DateMay 2024
Total AUM$62M
Discretionary$62M
Non-Disc.$0
Employees6
Clients200
DateMar 2024
Total AUM$62M
Discretionary$62M
Non-Disc.$0
Employees7
Clients200
DateNov 2023
Total AUM$43.8M
Discretionary$43.5M
Non-Disc.$261.4K
Employees7
Clients200
DateAug 2023
Total AUM$43.8M
Discretionary$43.5M
Non-Disc.$261.4K
Employees7
Clients200
DateJul 2023
Total AUM$43.8M
Discretionary$43.5M
Non-Disc.$261.4K
Employees9
Clients200
DateMar 2023
Total AUM$43.8M
Discretionary$43.5M
Non-Disc.$261.4K
Employees10
Clients200
DateMar 2023
Total AUM$43.8M
Discretionary$43.5M
Non-Disc.$261.4K
Employees10
Clients200
DateJan 2023
Total AUM$33.2M
Discretionary$33.2M
Non-Disc.$0
Employees11
Clients197
DateNov 2022
Total AUM$33.2M
Discretionary$33.2M
Non-Disc.$0
Employees10
Clients197
DateOct 2022
Total AUM$33.2M
Discretionary$33.2M
Non-Disc.$0
Employees10
Clients197
DateOct 2022
Total AUM$33.2M
Discretionary$33.2M
Non-Disc.$0
Employees10
Clients197
DateJul 2022
Total AUM$33.2M
Discretionary$33.2M
Non-Disc.$0
Employees10
Clients197
DateApr 2022
Total AUM$33.2M
Discretionary$33.2M
Non-Disc.$0
Employees10
Clients197
DateMar 2022
Total AUM$33.2M
Discretionary$33.2M
Non-Disc.$0
Employees9
Clients197
DateFeb 2022
Total AUM$33.2M
Discretionary$33.2M
Non-Disc.$0
Employees6
Clients197