# VINCENT WEALTH ADVISORS LLC

VINCENT WEALTH ADVISORS LLC of NORWELL, MA is an SEC-registered investment adviser.

## Registration

- CRD: 332759
- Type: SEC-registered investment adviser
- SEC file number: 801-131070
- Location: 101 LONGWATER CIRCLE, SUITE 101, NORWELL, MA, 02061
- Phone: (781) 556-8623
- Latest filing: 2026-03-09
- Regulatory AUM: $152.9M
- Discretionary AUM: $136.4M
- Non-discretionary AUM: $16.5M
- Clients: 2
- Accounts: 319

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Jeffrey James Vincent | OWNER AND CHIEF COMPLIANCE OFFICER | — |
| VINCENT JEFFREY JAMES | OWNER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/332759/brochure
- Similar advisers: https://search.stillhousedata.com/firm/332759/similar
- Related entities: https://search.stillhousedata.com/firm/332759/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/332759

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.