Vincent Wealth Advisors provides financial planning and portfolio management for individuals and small businesses.
Vincent Wealth Advisors reports 83 clients. They include 48 individual clients and 35 high-net-worth individuals. Of its assets, 89.2% ($136M across 287 accounts) are managed with discretion; $16.5M across 32 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 58% | 10% |
| High-net-worth individuals | 42% | 90% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 48 | $15.2M | 10.0% | $317K |
| High-net-worth individuals | 35 | $138M | 90.0% | $3.93M |
| Total | 83 | $153M | 100% | $1.84M |
- Clients
- 48
- Regulatory AUM
- $15.2M
- AUM share
- 10.0%
- Avg. per client
- $317K
- Clients
- 35
- Regulatory AUM
- $138M
- AUM share
- 90.0%
- Avg. per client
- $3.93M
Total
- Clients
- 83
- Regulatory AUM
- $153M
- AUM share
- 100%
- Avg. per client
- $1.84M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Vincent Wealth Advisors is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Jeffrey Vincent owns 75% or more of Vincent Wealth Advisors. The leadership team of Vincent Wealth Advisors includes Chief Compliance Officer Jeffrey Vincent. It has 2 employees, 1 of them in advisory roles.
Leadership
Jeffrey VincentOwner and Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 1 in advisory functions
- 1 state-registered rep
- 1 insurance agent
- Owns 75% or more of Vincent Wealth Advisors LLC
Jeffrey Vincent
Control person · since July 2024
Vincent Wealth Advisors’ regulatory assets grew from $127M (February 2025) to $153M (March 2026); clients rose from 77 to 83 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $153M | 83 | 2 | 1 |
| February 2025 | $127M | 77 | 2 | 1 |
Besides its headquarters, Vincent Wealth Advisors has 0 offices, with 1 listed address in Massachusetts.
Massachusetts · 1 listed address
- 101 Longwater Circle, Suite 101, NorwellHQ
Other business names
Vincent Wealth Advisors has reported 1 other business name to the SEC.
- Vincent Wealth Advisors
Contact and registration details
- Legal name
- Vincent Wealth Advisors LLC
- Headquarters
- 101 Longwater Circle, Suite 101, Norwell, MA 02061
- Website
- vincentwealth.com
- Phone
- 781-556-8623
- SEC file
- 801-131070
- Structure
- Massachusetts LLC
- Fiscal year end
- December
Vincent Wealth Advisors uses Charles Schwab ($124M) as custodian for its separately managed accounts. Vincent Wealth Advisors has custody of $49.2M in client assets for 28 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $124M100%
At year end, Vincent Wealth Advisors’ separately managed accounts were mostly in stocks (60%) and funds (28%).
What the accounts hold
- Stocks60%
- Funds28%
- Registered funds14%
- Pooled vehicles14%
- Bonds6%
- U.S. government and agency bonds5%
- Investment grade corporate bonds1%
- Cash6%
How many clients does Vincent Wealth Advisors have?
Vincent Wealth Advisors has 83 clients and manages $153 million for them, as of March 2026. They include 48 individual clients and 35 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 March 2026
What services does Vincent Wealth Advisors offer?
Vincent Wealth Advisors provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Vincent Wealth Advisors use?
Vincent Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $124M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 March 2026
How many financial advisors does Vincent Wealth Advisors have?
Vincent Wealth Advisors has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Vincent Wealth Advisors invest in?
At the end of its last fiscal year, Vincent Wealth Advisors’ separately managed accounts held 60% exchange-traded equities, 14% registered funds (mutual funds, ETFs, BDCs), 14% pooled vehicles (private funds and similar), 6% cash and equivalents, 5% U.S. government and agency bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Vincent Wealth Advisors?
Vincent Wealth Advisors’ direct owner is Jeffrey Vincent (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 9 March 2026
How does Vincent Wealth Advisors get paid?
Vincent Wealth Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Vincent Wealth Advisors registered with the SEC?
Yes, Vincent Wealth Advisors has been registered with the SEC as an investment adviser since 6 September 2024. Its CRD number is 332759 and its SEC file number is 801-131070.
Source: Form ADV Part 1A, Item 1, filed 9 March 2026; IAPD firm record
How do I contact Vincent Wealth Advisors?
Vincent Wealth Advisors’ main office is at 101 Longwater Circle, Suite 101, Norwell, MA 02061. Its phone number is 781-556-8623. Its website is vincentwealth.com.