VAUBAN WEALTH MANAGEMENT

Tel: 1-787-425-0035/0036 Lot K-2 Marginal Street Suite 201 Oasis Gardens Development Guaynabo, Puerto Rico 00969

About VAUBAN WEALTH MANAGEMENT

VAUBAN WEALTH MANAGEMENT is a Guaynabo, Puerto Rico based financial advisory firm with nearly $146,344,769 in assets under management and provides investment advisory services for 51 clients. There are currently 2 financial advisors at the firm.

General Information
Firm CRD#:

305222

Firm SEC#:

801-117622

Assets Under Management:

$146,344,769

No. of Clients:

51

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Puerto Rico?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Puerto Rico, Guaynabo

FirmCRD#:318328
SEC#:801-123218
No. of Advisors:1
No. of Clients:4
AUM:$2,121,342,058
FirmCRD#:147546
SEC#:801-110235
No. of Advisors:11
No. of Clients:805
AUM:$697,771,861
FirmCRD#:316384
SEC#:801-128408
No. of Advisors:15
No. of Clients:1
AUM:$603,957,947
FirmCRD#:324104
SEC#:801-130757
No. of Advisors:2
No. of Clients:2
AUM:$587,218,392
FirmCRD#:167237
SEC#:801-88171
No. of Advisors:7
No. of Clients:220
AUM:$423,636,050
FirmCRD#:131558
SEC#:801-121280
No. of Advisors:3
No. of Clients:1
AUM:$374,368,239
FirmCRD#:173561
SEC#:801-119872
No. of Advisors:3
No. of Clients:13
AUM:$333,982,565
FirmCRD#:287921
SEC#:801-116861
No. of Advisors:2
No. of Clients:1
AUM:$288,741,739
FirmCRD#:283447
SEC#:801-130789
No. of Advisors:27
No. of Clients:7
AUM:$118,017,674

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© Copyright 2026 WiserAdvisor.com. All Rights Reserved.