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VINCERE WEALTH MANAGEMENT, LLC

INDIANAPOLIS, IN · CRD 293852 · IAPD ↗ · vincerewealth.com · (415) 579-0219

$62.0MRegulatory AUM
5Advisory reps
6Employees
200Clients
251-500Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
February 2025 — VINCERE WEALTH MANAGEMENT, LLC (INDIANAPOLIS, IN) left the SEC roster (was $62.0M RAUM, 5 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
63
April 2024 — VINCERE WEALTH MANAGEMENT, LLC reported RAUM up 42% ($43.8M -> $62.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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