VAUBAN WEALTH MANAGEMENT
SEC Form ADV profile.
Total regulatory AUM
$181,187,478
Discretionary
$27,429,808
Non-discretionary
$153,757,670
Firm details
- CRD number
- 305222
- SEC file number
- 801-117622
- Main office
- GUAYNABO, PR, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.