DBA: VECTOR WEALTH MANAGEMENT
| Total AUM | $1.64B |
| Discretionary | $1.61B98% of AUM |
| Non-Discretionary | $29.9M |
| Client Accounts | 3,155 |
| Avg Account Size | $521K |
| Employees | 19 |
| Peak AUM | $1.64BMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.6B | +10.4% | +3.1% | +5.3% | |
| Discretionary AUM | |||||
| Total AUM | $1.64B |
| Discretionary | $1.61B |
| Employees | 19 |
| Client Accounts | 3155 |
| Client Range | More than 500 |
Address
43 MAIN STREET SE
MINNEAPOLIS MN 55414
Phone
612-378-7560
Filing History
96 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.6B
98.2% of AUM
Non-Discretionary
$30M
1.8% of AUM
Disc. mix ▼ 0.0pp vs 1 year ago
Custody
Total AUM
$1.6B
| $1.6B |
| +10.3% |
| +3.2% |
| +5.4% |
| Non-Disc. AUM | $30M | +10.8% | +1.4% | 0.7% |
| Total Accounts | 3k | 0.2% | 0.8% | 0.0% |
| Avg Account Size | $520,746.757 | +10.6% | +3.9% | +5.3% |
| Employees | 19 | 0.0% | 4.8% | 2.9% |
| AUM / Employee | $86M | +10.4% | +8.3% | +8.4% |
Client AUM Segments | |||||
| Wealth AUM | $1.6B | +11.1% | +3.3% | +5.4% | |
| Institutional AUM | $6M | 62.3% | 24.3% | 15.9% | |
Client Count Segments | |||||
| HNW Clients | 382 | 7.7% | 9.9% | 4.5% | |
| Institutional | 4 | 20.0% | 43.3% | 29.5% | |
| Individuals | 467 | +9.9% | +1.8% | +0.3% | |