# Vectorwealth

> Vectorwealth is a state-registered investment advisory firm in Tampa, FL, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 312707
- Filed as: VECTORWEALTH
- Legal name: Vectorshares LLC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Tampa, FL
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/312707
- AdvisorCensus page: https://advisorcensus.com/firm/vectorwealth-tampa-fl-312707

## Quick answers

**How is Vectorwealth compensated?**
On its Form ADV (Item 5.E, October 2026), Vectorwealth reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Vectorwealth located?**
Vectorwealth's principal office is in Tampa, FL, according to its Form ADV.

**Is Vectorwealth registered with the SEC or a state?**
Vectorwealth is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 312707.

**How much does Vectorwealth manage?**
Vectorwealth reports $77,808,403 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (54% discretionary).

**How have Vectorwealth's assets and staff changed since 2021?**
In the Form ADV data for Vectorwealth: Regulatory assets under management: $0 in the October 2021 data and $77,808,403 in the October 2026 data. Total employees: 4 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Vectorwealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (62); high net worth individuals (16); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Vectorwealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/312707

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $77,808,403
- Discretionary: $41,808,403
- Non-discretionary: $36,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 62 | $19,300,623 |
| High net worth individuals | 16 | $22,507,780 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $36,000,000 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- vectorshares.com
- vectorwealth.io

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 4 | July 21, 2021 |
| October 2022 | $46,671,351 | 4 | July 29, 2022 |
| October 2023 | $5,000,000 | 4 | September 13, 2023 |
| October 2026 | $77,808,403 | 6 | March 30, 2026 |

Regulatory assets under management: $0 in the October 2021 data and $77,808,403 in the October 2026 data.
Total employees: 4 in October 2021 and 6 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vectorwealth (CRD 312707): Form ADV filing data as of October 2026.