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Vessel Wealth Partners

Mendota Heights, MNSEC-registered investment adviserCRD 343180

Filed as VESSEL WEALTH PARTNERS · Legal name Vessel Wealth Partners LLC

Vessel Wealth Partners is an SEC-registered investment advisory firm in Mendota Heights, MN, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 27, 2026.

0 years
registered since 2026
$0
assets under management
2 arrangements
Percentage of assets, Fixed fees
None
disclosure items (Item 11)

Quick answers

From the filing

How is Vessel Wealth Partners compensated?

On its Form ADV (Item 5.E, October 2026), Vessel Wealth Partners reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

Where is Vessel Wealth Partners located?

Vessel Wealth Partners' principal office is in Mendota Heights, MN, according to its Form ADV.

Is Vessel Wealth Partners registered with the SEC or a state?

Vessel Wealth Partners is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 343180.

How much does Vessel Wealth Partners manage?

Vessel Wealth Partners reports $0 in regulatory assets under management in its Form ADV filing dated August 27, 2026.

Does Vessel Wealth Partners report any disciplinary disclosures?

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/343180

What changed in Vessel Wealth Partners' recent Form ADV filings?

In the October 2026 filing data: Newly registered with the SEC.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Regulatory assets under management

Item 5.F
$0

$0 as of October 2026, filing dated August 27, 2026.

Discretionary: $0.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D

Not reported.

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Registration and firm details

Items 1, 2, 5
Legal name
Vessel Wealth Partners LLC
Registration
SEC-registered investment adviser. Status as filed: 120-Day Approval.
Registered since
2026 (0 years)
Employees
Total: 3. Performing investment advisory functions: 3.
Wrap fee program participation
No.
States registered or notice-filed
1 state or jurisdiction
MN

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Changes in the filing

Last 12 months
  1. October 2026
    • Newly registered with the SEC.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
vesselwp.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Vessel Wealth Partners (CRD 343180): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/vessel-wealth-partners-mendota-heights-mn-343180