RIA Intel›Advisers›Oregon›VESSEL WEALTH ADVISORS LLC

VESSEL WEALTH ADVISORS LLC

Advisory

OR

Data as of Aug 13, 2026 · Source: SEC Form ADV

Average account

$224K

across 143 accounts

AUM per adviser

$32M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 13, 2026.

Total AUM

$32M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$32M

Discretionary AUM$32M

Non-Discretionary AUM$212K

Discretionary %99.3%

Total Clients36

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOR, WA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

36 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OR

Closest by assets under management. All figures from Form ADV.

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WATERSHED WEALTH PLANNING LLC

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SERENE POINT ADVISORS LLC

$33M

MONEY MYSTIQUE ASSET MANAGEMENT CO.

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