VAUBAN WEALTH MANAGEMENT

VAUBAN WEALTH MANAGEMENT of GUAYNABO, PR is an SEC-registered investment adviser (CRD 305222). Regulatory assets under management: $181.2M.

Registration

• CRD: 305222
• SEC file number: 801-117622
• Type: Registered investment adviser
• Location: LOT K-2 MARGINAL STREET SUITE 201, OASIS GARDENS DEVELOPMENT, GUAYNABO, PR, 00969
• Phone: 1-787-425-0035/0036
• Latest filing: 2026-03-30
• Regulatory AUM: $181.2M
• Discretionary AUM: $27.4M
• Non-discretionary AUM: $153.8M
• Clients: 2
• Accounts: 59

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Pooled vehicles, Charities, Corporations.

Officers, owners & control persons (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305222 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search