# Vincent Wealth Advisors LLC

> 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.

- CRD: 332759
- Filed as: VINCENT WEALTH ADVISORS LLC
- Also doing business as: VINCENT WEALTH ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Norwell, MA
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332759
- AdvisorCensus page: https://advisorcensus.com/firm/vincent-wealth-advisors-llc-norwell-ma-332759

## Quick answers

**How is Vincent Wealth Advisors LLC compensated?**
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).

**How much does Vincent Wealth Advisors LLC charge?**
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.

**Where is Vincent Wealth Advisors LLC located?**
Vincent Wealth Advisors LLC's principal office is in Norwell, MA, according to its Form ADV.

**Is Vincent Wealth Advisors LLC registered with the SEC or a state?**
Vincent Wealth Advisors LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332759.

**How much does Vincent Wealth Advisors LLC manage?**
Vincent Wealth Advisors LLC reports $152,876,009 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (89% discretionary).

**How have Vincent Wealth Advisors LLC's assets and staff changed since 2024?**
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.

**What types of clients does Vincent Wealth Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (48); high net worth individuals (35).

**Which custodians does Vincent Wealth Advisors LLC use?**
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.

**Does Vincent Wealth Advisors LLC 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/332759

**What changed in Vincent Wealth Advisors LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $127,315,936 to $152,876,009 (+20%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 9, 2026)

- Asset-based fee: up to 1.25% of assets a year (the maximum the brochure states)

> 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.

- Minimum annual fee: $2,500

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $152,876,009
- Discretionary: $136,420,928
- Non-discretionary: $16,455,081

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 48 | $15,232,531 |
| High net worth individuals | 35 | $137,643,478 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NH, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- vincentwealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 2 | August 8, 2024 |
| October 2025 | $127,315,936 | 2 | February 28, 2025 |
| October 2026 | $152,876,009 | 2 | March 9, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $127,315,936 to $152,876,009 (+20%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vincent Wealth Advisors LLC (CRD 332759): Form ADV filing data as of October 2026.