Vessel Wealth Advisors LLC

Vessel Wealth Advisors LLC (CRD# 310809) is a financial advisory firm headquartered in , . They manage $25,879,669 in 120 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    120
    ACCOUNTS
  • Average Account Value
    $215,664
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR, TX, WA

Financial Advisors at Vessel Wealth Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kevin Carlson, financial advisor Portland OR
Kevin J. Carlson
CRD#: 2905516
Portland, OR

Kevin Carlson (CRD# 2905516) is an Investment Advisor Representative working at Vessel Wealth Advisors LLC in Portland, OR and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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