VINCENT WEALTH ADVISORS, LLC
CRD #332759 SEC #801-131070 HINGHAM, MA (781) 556-8623
SEC Registered
Total AUM
$127.3M
Discretionary
$115.7M
Employees
2
Clients
0
Accounts
268
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $127.3M | $115.7M | $11.7M | 2 | 0 |
| Jan 2025 | $127.9M | $116.4M | $11.5M | 2 | 0 |
| Nov 2024 | $0 | $0 | $0 | 2 | 0 |
| Aug 2024 | $0 | $0 | $0 | 2 | 0 |
DateFeb 2025
Total AUM$127.3M
Discretionary$115.7M
Non-Disc.$11.7M
Employees2
Clients0
DateJan 2025
Total AUM$127.9M
Discretionary$116.4M
Non-Disc.$11.5M
Employees2
Clients0
DateNov 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0