Skip to main content

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.