VAUBAN WEALTH MANAGEMENT
CRD #305222 SEC #801-117622 GUAYNABO, PR 1-787-425-0035/0036
SEC Registered
Total AUM
$148.7M
Discretionary
$17.6M
Employees
2
Clients
--
Accounts
50
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $148.7M | $17.6M | $131.1M | 2 | 0 |
| Mar 2024 | $146.3M | $17.8M | $128.6M | 2 | 0 |
| Dec 2023 | $130.9M | $16.2M | $114.7M | 2 | 0 |
| Apr 2023 | $130.9M | $16.2M | $114.7M | 2 | 0 |
| Mar 2022 | $163.7M | $19.9M | $143.8M | 2 | 0 |
| Mar 2021 | $161M | $20.8M | $140.2M | 2 | 0 |
| Jun 2020 | $149.3M | $24.4M | $124.9M | 2 | 0 |
| Mar 2020 | $149.3M | $24.4M | $124.9M | 2 | 0 |
| Mar 2020 | $146.3M | $24.6M | $121.8M | 2 | 0 |
| Mar 2020 | $146.3M | $24.6M | $121.8M | 2 | 0 |
DateMar 2025
Total AUM$148.7M
Discretionary$17.6M
Non-Disc.$131.1M
Employees2
Clients0
DateMar 2024
Total AUM$146.3M
Discretionary$17.8M
Non-Disc.$128.6M
Employees2
Clients0
DateDec 2023
Total AUM$130.9M
Discretionary$16.2M
Non-Disc.$114.7M
Employees2
Clients0
DateApr 2023
Total AUM$130.9M
Discretionary$16.2M
Non-Disc.$114.7M
Employees2
Clients0
DateMar 2022
Total AUM$163.7M
Discretionary$19.9M
Non-Disc.$143.8M
Employees2
Clients0
DateMar 2021
Total AUM$161M
Discretionary$20.8M
Non-Disc.$140.2M
Employees2
Clients0
DateJun 2020
Total AUM$149.3M
Discretionary$24.4M
Non-Disc.$124.9M
Employees2
Clients0
DateMar 2020
Total AUM$149.3M
Discretionary$24.4M
Non-Disc.$124.9M
Employees2
Clients0
DateMar 2020
Total AUM$146.3M
Discretionary$24.6M
Non-Disc.$121.8M
Employees2
Clients0
DateMar 2020
Total AUM$146.3M
Discretionary$24.6M
Non-Disc.$121.8M
Employees2
Clients0