A complete list of active advisors currently associated with Vaquero Private Wealth, Ltd.

Warmer can help you find a great advisor at Vaquero Private Wealth, Ltd. or one who fits your needs even better.

Vaquero Private Wealth provides discretionary and non‑discretionary investment management and financial planning for individuals, high‑net‑worth clients and a range of institutional and tax‑advantaged accounts, including defined contribution plans, trusts, estates, private foundations and donor‑advised funds. The firm also offers ERISA services as both a limited‑scope 3(21) advisor and a full 3(38) investment manager, and may recommend or oversee external money managers and private investment vehicles for qualified clients. The firm constructs customized, diversified portfolios across public and private markets using fundamental, cyclical and technical research to inform long‑term asset allocation and tactical adjustments; recommended investments can include ETFs, mutual funds, individual securities, private funds and derivatives such as options. Operationally, Vaquero uses an account data aggregator for valuation and fee calculations and employs a third‑party private investment platform that supports capital calls and valuations (the platform’s valuation can override custodial feeds). Compared with many peer teams, Vaquero reports a broader mix of client types — including insurance company clients — and notes that principals maintain insurance agent licenses through a brokerage general agency, which the firm discloses can create potential conflicts if commissionable products are recommended. The firm also has an affiliation through principals’ minority interests in certain single‑purpose vehicles managed by another adviser and discloses the use of derivatives and structured strategies in separately managed accounts, features that are less common among similar team firms.

To learn more about the advisors currently working at Vaquero Private Wealth, Ltd., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.