VW
Vinsoncap Wealth Advisors Llc
State-registered
Investment Adviser · Boutique (under $100M)
CRD 333948
·
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ADV data as of Feb 23, 2026
- Regulatory AUM
- $18.3M
- Discretionary
- $18.3M
- Clients
- 6
- Avg AUM / client
- $3.1M
- Accounts
- 10
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 2 | $5.7M | 31.0% |
| Corporations and other businesses | 4 | $12.7M | 69.0% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Shalabh Mehrish | Registered representative | Feb 2025 (1y) | ||
| Syed Intesar Haider | Registered representative | Feb 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/23/2026 | 1.19 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- UBS $8.2M (45% of AUM) Feb 2026
- The Vanguard Group, Inc. $5.1M (28% of AUM) Feb 2026
- RBC $4.4M (24% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 23, 2026.
View current Form ADV (SEC/IAPD) ↗