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VINCENT WEALTH ADVISORS LLC

NORWELL, MA · CRD 332759 · IAPD ↗ · vincentwealth.com · (781) 556-8623

$152.9MRegulatory AUM
1Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — VINCENT WEALTH ADVISORS LLC moved its main office from HINGHAM, MA to NORWELL, MA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
March 2025 — VINCENT WEALTH ADVISORS, LLC is now doing business as VINCENT WEALTH ADVISORS LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
65
March 2025 — VINCENT WEALTH ADVISORS LLC now reports custody of client assets ($12.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
February 2025 — VINCENT WEALTH ADVISORS, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
October 2024 — VINCENT WEALTH ADVISORS, LLC (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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