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VANCEGRAY WEALTH MANAGEMENT, INC.

BANGOR, ME · CRD 142613 · IAPD ↗ · vancegray.com · 207-992-2819

$328.8MRegulatory AUM
3Advisory reps
11Employees
7Clients
1-10Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2025 — VANCEGRAY WEALTH MANAGEMENT, INC. (BANGOR, ME) left the SEC roster (was $328.8M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
64
April 2024 — VANCEGRAY WEALTH MANAGEMENT, INC. reported RAUM up 30% ($252.6M -> $328.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.