# VectorWealth

VectorWealth is an Asset Manager based in Tampa, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Tampa, United States
- **Region:** North America
- **Address:** Tampa, FL, United States
- **Assets under management:** Undisclosed
- **Website:** www.vectorwealth.io

## Regulatory record

- **CRD number:** 312707
- **SEC file number:** 801-120588
- **Registration status:** Registered
- **Reports private funds:** No

## About

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.

## Questions

### What is the relationship between VectorWealth and VectorShares?

VectorWealth operates as a subsidiary of VectorShares, an exchange-traded fund issuer. The parent company creates and manages ETF products, while VectorWealth acts as the registered investment advisor that delivers portfolio management and advisory services to end clients. This structure creates a vertically integrated model where the advisory firm can allocate client capital to affiliated ETFs alongside external funds.

### What types of clients does VectorWealth serve?

VectorWealth serves individuals and high-net-worth individuals, according to its SEC filings. The firm does not publicly market services to institutional investors such as pension funds, endowments, or sovereign wealth funds. Client portfolios are managed on a discretionary basis under investment advisory agreements.

### Does VectorWealth use proprietary funds in client portfolios?

As the advisory subsidiary of an ETF issuer, VectorWealth can access the VectorShares product suite when constructing client portfolios. The firm also uses third-party vehicles where mandates or asset-allocation models require exposure outside the proprietary lineup. The exact mix of affiliated versus external funds in a given client account depends on the mandate and the investment committee's determination at the time of allocation.

### Who makes investment decisions at VectorWealth?

VectorWealth's Form ADV identifies the firm's investment committee as the body responsible for portfolio construction, manager selection, and rebalancing decisions. Individual client portfolios are managed on a discretionary basis, meaning the committee — not individual advisors — sets the model allocations that drive account-level implementation. The specific composition of the committee is not publicly detailed in accessible filings.

## Related profiles

- [Vectors Angel](https://altss.com/profile/vectors-angel)
- [Vectr7 Investment Partners](https://altss.com/profile/vectr7-investment-partners)

---

Updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/vectorwealth

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology