AdvisorCensus / Financial advisors / District of Columbia / Washington / Vocare Wealth Advisors
Vocare Wealth Advisors
Filed as VOCARE WEALTH ADVISORS · Legal name Vocare Wealth Advisors LLC
Vocare Wealth Advisors is an SEC-registered investment advisory firm in Reston, VA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 2, 2026.
Quick answers
From the filingHow is Vocare Wealth Advisors compensated?
On its Form ADV (Item 5.E, October 2026), Vocare Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is Vocare Wealth Advisors located?
Vocare Wealth Advisors' principal office is in Reston, VA, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Vocare Wealth Advisors registered with the SEC or a state?
Vocare Wealth Advisors is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 344366.
How much does Vocare Wealth Advisors manage?
Vocare Wealth Advisors reports $0 in regulatory assets under management in its Form ADV filing dated September 2, 2026.
Does Vocare Wealth Advisors 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/344366
What changed in Vocare Wealth Advisors' 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
- Hourly charges
- 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 as of October 2026, filing dated September 2, 2026.
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.DNot 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
Registration and firm details
Items 1, 2, 5- Legal name
- Vocare Wealth Advisors LLC
- Registration
- SEC-registered investment adviser. Status as filed: 120-Day Approval.
- Registered since
- 2026 (0 years)
- Employees
- Total: 4. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the October 2026 filing
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None 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- 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.ISource: 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. Vocare Wealth Advisors (CRD 344366): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/vocare-wealth-advisors-reston-va-344366