{
  "crd_number": 343072,
  "slug": "vector3-wealth-management-san-diego-ca-343072",
  "primary_business_name": "VECTOR3 WEALTH MANAGEMENT",
  "legal_name": "VECTOR3 WEALTH MANAGEMENT",
  "dbas": [],
  "city": "San Diego",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41740",
  "metro": {
    "cbsa_code": "41740",
    "common_name": "San Diego",
    "msa_name": "San Diego-Chula Vista-Carlsbad, CA",
    "path": "/advisors/ca/san-diego"
  },
  "registration_type": "sec",
  "registration_status": "120-Day Approval",
  "registration_date": "2026-07-06",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-06-10",
  "carried_forward": false,
  "raum_total": 0.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://vector3wealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/343072",
  "city_as_filed": "SAN DIEGO",
  "url": "https://advisorcensus.com/firm/vector3-wealth-management-san-diego-ca-343072",
  "display_name": "VECTOR3 Wealth Management",
  "summary": "VECTOR3 Wealth Management is an SEC-registered investment advisory firm in San Diego, CA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 10, 2026.",
  "citation": "AdvisorCensus. VECTOR3 Wealth Management (CRD 343072): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is VECTOR3 Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), VECTOR3 Wealth Management reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is VECTOR3 Wealth Management located?",
      "a": "VECTOR3 Wealth Management's principal office is in San Diego, CA, according to its Form ADV."
    },
    {
      "q": "Is VECTOR3 Wealth Management registered with the SEC or a state?",
      "a": "VECTOR3 Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 343072."
    },
    {
      "q": "How much does VECTOR3 Wealth Management manage?",
      "a": "VECTOR3 Wealth Management reports $0 in regulatory assets under management in its Form ADV filing dated June 10, 2026."
    },
    {
      "q": "Does VECTOR3 Wealth Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/343072"
    },
    {
      "q": "Does VECTOR3 Wealth Management state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated June 3, 2026 says: \"The Firm generally requires a minimum initial investment of $2,000,000 to open an account, which could be negotiable by the Firm in its sole discretion.\""
    },
    {
      "q": "What changed in VECTOR3 Wealth Management's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 3, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$2,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "The Firm generally requires a minimum initial investment of $2,000,000 to open an account, which could be negotiable by the Firm in its sole discretion."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 2000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The Firm generally requires a minimum initial investment of $2,000,000 to open an account, which could be negotiable by the Firm in its sole discretion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/vector3-wealth-management-san-diego-ca-343072.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/343072",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}