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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 13, 2024
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BENNETT, JOSHUA, MCGEE | I | FOUNDER, MANAGING PARTNER, MEMBER, CCO | E | Control |
| BENNETT, JOSHUA, MCGEE | I | FOUNDER, MANAGING PARTNER, MEMBER, CCO | E | Control |
| BENNETT, JOSHUA, MCGEE | I | FOUNDER, MANAGING PARTNER, MEMBER, CCO | E | Control |
| BENNETT, JOSHUA, MCGEE | I | FOUNDER, MANAGING PARTNER, MEMBER, CCO | E | Control |
| BENNETT, JOSHUA, MCGEE | I | FOUNDER, MANAGING PARTNER, MEMBER, CCO | E | Control |
| BENNETT, JOSHUA, MCGEE | I | FOUNDER, MANAGING PARTNER, MEMBER, CCO | E | Control |
| BENNETT, JOSHUA, MCGEE | I | FOUNDER, MANAGING PARTNER, MEMBER, CCO | E | Control |
| BENNETT, JOSHUA, MCGEE | I | FOUNDER, MANAGING PARTNER, MEMBER, CCO | E | Control |
| BENNETT, JOSHUA, MCGEE | I | FOUNDER, MANAGING PARTNER, MEMBER, CCO | E | Control |
| BENNETT, JOSHUA, MCGEE | I | FOUNDER, MANAGING PARTNER, MEMBER, CCO | E | Control |
| BENNETT, JOSHUA, MCGEE | I | FOUNDER, MANAGING PARTNER, MEMBER, CCO | C | Control |
| BENNETT, JOSHUA, MCGEE | I | FOUNDER, MANAGING PARTNER, MEMBER, CCO | C | Control |
| BENNETT, JOSHUA, MCGEE | I | FOUNDER, MANAGING PARTNER, MEMBER, CCO | C | Control |
| BENNETT, JOSHUA, MCGEE | I | FOUNDER, MANAGING PARTNER, MEMBER, CCO | C | Control |
| BENNETT, JOSHUA, MCGEE | I | FOUNDER, MANAGING PARTNER, MEMBER, CCO | C | Control |
| BENNETT, JOSHUA, MCGEE | I | FOUNDER, MANAGING PARTNER, MEMBER, CCO | C | Control |
| DOUGLASS, ISAIAH, TAYLOR | I | PARTNER, MEMBER | C | Control |
| DOUGLASS, ISAIAH, TAYLOR | I | PARTNER, MEMBER | C | Control |
| DOUGLASS, ISAIAH, TAYLOR | I | PARTNER, MEMBER | C | Control |
| DOUGLASS, ISAIAH, TAYLOR | I | PARTNER, MEMBER | C | Control |
| DOUGLASS, ISAIAH, TAYLOR | I | PARTNER, MEMBER | C | Control |
| DOUGLASS, ISAIAH, TAYLOR | I | PARTNER, MEMBER | C | Control |
| DOUGLASS, ISAIAH, TAYLOR | I | PARTNER, MEMBER | C | Control |
| DOUGLASS, ISAIAH, TAYLOR | I | PARTNER, MEMBER | C | Control |
| DOUGLASS, ISAIAH, TAYLOR | I | PARTNER, MEMBER | C | Control |
| DOUGLASS, ISAIAH, TAYLOR | I | PARTNER, MEMBER | C | Control |
| DOUGLASS, ISAIAH, TAYLOR | I | PARTNER, MEMBER | C | Control |
| DOUGLASS, ISAIAH, TAYLOR | I | PARTNER, MEMBER | C | Control |
| DOUGLASS, ISAIAH, TAYLOR | I | PARTNER, MEMBER | C | Control |
| UIHLEIN, PETER, TIMOTHY | I | PARTNER, MEMBER | B | |
| UIHLEIN, PETER, TIMOTHY | I | PARTNER, MEMBER | B | |
| UIHLEIN, PETER, TIMOTHY | I | PARTNER, MEMBER | B | |
| UIHLEIN, PETER, TIMOTHY | I | PARTNER, MEMBER | A | |
| UIHLEIN, PETER, TIMOTHY | I | PARTNER, MEMBER | A | |
| UIHLEIN, PETER, TIMOTHY | I | PARTNER, MEMBER | A | |
| UIHLEIN, PETER, TIMOTHY | I | PARTNER, MEMBER | A | |
| UIHLEIN, PETER, TIMOTHY | I | PARTNER, MEMBER | A | |
| UIHLEIN, PETER, TIMOTHY | I | PARTNER, MEMBER | A |
Registrations
Federal
IA
May 13, 2024 REGISTERED
Notice Filings (22)
AR CA CO FL GA IL IN LA MA MN MO MT NE NH NY OH OR PA TX UT VA WA
Address
3500 DEPAUW BLVD.SUITE 10818
INDIANAPOLIS, IN 46268
United States
Phone: (415) 579-0219