{
  "crd_number": 332759,
  "slug": "vincent-wealth-advisors-llc-norwell-ma-332759",
  "primary_business_name": "VINCENT WEALTH ADVISORS LLC",
  "legal_name": "VINCENT WEALTH ADVISORS LLC",
  "dbas": [
    "VINCENT WEALTH ADVISORS"
  ],
  "city": "Norwell",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-09-06",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-09",
  "carried_forward": false,
  "raum_total": 152876009.0,
  "raum_discretionary": 136420928.0,
  "raum_non_discretionary": 16455081.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 15232531.0,
      "count": 48
    },
    "high_net_worth_individuals": {
      "raum": 137643478.0,
      "count": 35
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MA",
    "NH",
    "NY"
  ],
  "websites": [
    "https://vincentwealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/332759",
  "city_as_filed": "NORWELL",
  "url": "https://advisorcensus.com/firm/vincent-wealth-advisors-llc-norwell-ma-332759",
  "display_name": "Vincent Wealth Advisors LLC",
  "summary": "Vincent Wealth Advisors LLC is an SEC-registered investment advisory firm in Norwell, MA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.",
  "citation": "AdvisorCensus. Vincent Wealth Advisors LLC (CRD 332759): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Vincent Wealth Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Vincent Wealth Advisors LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Vincent Wealth Advisors LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 9, 2026 states: Asset-based fee: up to 1.25% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Vincent Wealth Advisors LLC located?",
      "a": "Vincent Wealth Advisors LLC's principal office is in Norwell, MA, according to its Form ADV."
    },
    {
      "q": "Is Vincent Wealth Advisors LLC registered with the SEC or a state?",
      "a": "Vincent Wealth Advisors LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332759."
    },
    {
      "q": "How much does Vincent Wealth Advisors LLC manage?",
      "a": "Vincent Wealth Advisors LLC reports $152,876,009 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (89% discretionary)."
    },
    {
      "q": "How have Vincent Wealth Advisors LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Vincent Wealth Advisors LLC: Regulatory assets under management: $0 in the October 2024 data and $152,876,009 in the October 2026 data. Total employees: 2 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Vincent Wealth Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (48); high net worth individuals (35)."
    },
    {
      "q": "Which custodians does Vincent Wealth Advisors LLC use?",
      "a": "Vincent Wealth Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Vincent Wealth Advisors LLC 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/332759"
    },
    {
      "q": "What changed in Vincent Wealth Advisors LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $127,315,936 to $152,876,009 (+20%)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 2,
      "filing_date": "2024-08-08"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 127315936.0,
      "total_employees": 2,
      "filing_date": "2025-02-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 152876009.0,
      "total_employees": 2,
      "filing_date": "2026-03-09"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $127,315,936 to $152,876,009 (+20%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 9, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1.25% of assets a year",
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$2,500",
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1.25% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Wealth management fees range up to 1.25% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor."
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $2,500"
        ],
        "quotes": [
          "All Clients will be charged a minimum annual fee of $2,500.",
          "VWA requires a minimum annual fee of $2,500 to effectively implement its investment advisory services."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 1.25,
      "account_minimum": null,
      "minimum_annual_fee": 2500.0,
      "planning": []
    },
    "quotes": [
      "Wealth management fees range up to 1.25% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.",
      "All Clients will be charged a minimum annual fee of $2,500.",
      "VWA requires a minimum annual fee of $2,500 to effectively implement its investment advisory services."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/vincent-wealth-advisors-llc-norwell-ma-332759.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 48,
      "fewer_than_5": false,
      "raum": 15232531.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 35,
      "fewer_than_5": false,
      "raum": 137643478.0
    }
  ],
  "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/332759",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}