VINCENT WEALTH ADVISORS LLC

VINCENT WEALTH ADVISORS LLC of NORWELL, MA is an SEC-registered investment adviser (CRD 332759). Regulatory assets under management: $152.9M.

Registration

• CRD: 332759
• SEC file number: 801-131070
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332759 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search