VectorWealth

VectorWealth

VectorWealth was established in Florida as the advisory arm of VectorShares, a proprietary ETF issuer. The firm provides portfolio management and investment advisory services to individuals and high-net-worth investors, operating under the regulatory umbrella of an SEC-registered investment advisor. Its founding ties directly to the product-issuance DNA of VectorShares, distinguishing the firm from standalone RIAs that construct portfolios from open-architecture third-party funds. The firm's strategy centers on discretionary portfolio management — deploying client capital into asset-allocation models that draw from the VectorShares ETF suite alongside external vehicles when mandates require. The offering spans equity, fixed-income, and multi-asset portfolios, with an emphasis on factor-based and rules-driven implementation. Client accounts are managed on a discretionary basis, meaning the firm executes and rebalances without requiring client approval for individual trades. This positions VectorWealth closer to an institutional solutions provider than a traditional retail advisory practice, though its disclosed client base remains individual and high-net-worth investors rather than pension funds or endowments. VectorWealth operates from a single headquarters in Tampa, with no publicly disclosed branch offices. The firm does not disclose total regulatory assets under management, total professionals, or total clients in its public filings beyond the Form ADV summary filings accessed through the SEC's IAPD database. Adjacent vehicles — the parent VectorShares entity and any affiliated ETF trusts — represent the core product infrastructure the advisory arm draws upon, creating a vertically integrated structure where the manufacturer and the allocator share common ownership. Structurally, VectorWealth differs from the broad RIA market because its portfolio-construction engine is tied to an affiliated ETF issuer. Most independent advisors buy third-party funds to build client portfolios; VectorWealth can access proprietary products natively, potentially reducing total expense ratios for clients while concentrating investment-committee oversight in-house. The governance model — a subsidiary answering to an asset-management parent — creates natural boundaries around investment-policy authority, where the advisory board's independence from the issuer becomes the critical check for allocators evaluating the platform.