VESSEL WEALTH ADVISORS LLC

VESSEL WEALTH ADVISORS LLC is an SEC-registered investment adviser (CRD 310809). Regulatory assets under management: $32.0M.

Registration

• CRD: 310809
• Type: Registered investment adviser
• Phone: 503-855-6161
• Latest filing: 2026-03-19
• Regulatory AUM: $32.0M
• Discretionary AUM: $31.8M
• Non-discretionary AUM: $212K
• Clients: 1
• Accounts: 143

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310809 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search