Investment adviser · CRD 106090

VECTOR WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

MINNEAPOLIS, MN, United States · Form ADV filed Mar 31, 2017

Regulatory AUM
$40.5M
Form ADV · Item 5.F
Client accounts
115
Accounts, not individual clients
Employees
11
Reported in this filing
Advisory professionals
5
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 31, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

43 MAIN STREET SE, SUITE 236
MINNEAPOLIS, MN, 55414, United States

CRD 106090

Filing source

Form ADV 1084181 · Mar 31, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.