VECTORWEALTH
TAMPA, FL · CRD 312707 · IAPD ↗ · vectorshares.com · 833-625-7421
$5.0MRegulatory AUM
1Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status
Filing changes
60
March 2024 — VECTORWEALTH (TAMPA, FL) left the SEC roster (was $5.0M RAUM, 1 reps).
Recruiting & transitionsM&A & valuation
Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.