AUMdb

Vocare Wealth Advisors Llc

SEC-registered Investment Adviser · Boutique (under $100M) CRD 344366 · SEC file 801-137426 · Reston, VA · VOCAREWEALTHADVISORS.COM
☆ Save with Pro ADV data as of Sep 02, 2026
Regulatory AUM
$0
Discretionary
$0
Clients
—
Avg AUM / client
—
Accounts
0
Employees
4

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • • Percentage of assets under management
  • • Hourly charges
  • • Fixed fees

Services

  • • Financial planning services
  • • Portfolio management for individuals/small businesses

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 02, 2026.

View current Form ADV (SEC/IAPD) ↗