Vessel Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Vessel Wealth Partners is a recently formed SEC‑registered investment adviser that states it serves individuals, small businesses, trusts, estates, high‑net‑worth clients, pooled investment vehicles, and charities. Its Brochure describes services that include individualized asset management on both discretionary and non‑discretionary bases, financial planning and retirement plan consulting.
The firm says it customizes portfolios to clients’ goals, time horizons and risk tolerances and may recommend or monitor third‑party money managers while acting as a liaison between clients and those managers. VWP describes using multiple analysis methods (fundamental, technical, quantitative and portfolio construction techniques) and discloses the use of artificial‑intelligence tools as a productivity aid subject to human oversight.
Noteworthy elements in the Brochure include a limited‑scope ERISA 3(21) fiduciary service for retirement plans with specified excluded asset types and a fixed‑fee financial planning offering, both of which are less common among firms in this regulatory category. The firm also indicates it may recommend private investment funds and perform due diligence on them without acting as a private‑fund manager, and its initial filing shows it had not yet begun managing client assets.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial planning and consulting based on complexity; billed 50% in advance and balance upon plan delivery.
<$99,999 - $99,999: 1.50% $100,000 - $249,999: 1.25% $250,000 - $499,999: 1.10% $500,000 - $999,999: 1.05% $1,000,000 - $2,999,999: 0.95% $3,000,000 - $4,999,999: 0.85% $5,000,000 - $9,999,999: 0.75% $10,000,000 - $24,999,999: 0.65% $25,000,000+: 0.55%
Main office
720 Main St, Suite 208
Mendota Heights MN 55118
Advisors at this office
3
Most active in
Minnesota
Also doing business as
Vessel Wealth Partners · Vessel Wealth Partners LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Kevin S
Series 66
Mendota Heights, MN
Vessel Wealth Partners
Kevin Sienko is a financial advisor at Vessel Wealth Partners with 10 years of industry experience. He holds a Series 66 designation and previously worked at City National Bank and RBC Capital Markets. Outside of his advisory role, he serves on the board of Accord, a nonprofit organization, where he contributes his time and network to support its mission. Vessel Wealth Partners is an SEC-registered investment adviser that serves individuals, small businesses, trusts, estates, high-net-worth clients, pooled investment vehicles, and charities. The firm offers customized portfolio management, financial planning, and retirement plan consulting, utilizing multiple analysis methods and artificial intelligence tools under human supervision.
Patrick S
Series 63, Series 65
Mendota Heights, MN
Vessel Wealth Partners
Patrick Sienko is a financial advisor at Vessel Wealth Partners in Mendota Heights, MN, holding Series 63 and Series 65 licenses with 47 years of industry experience. He worked at RBC Capital Markets from 2008 to 2026. Vessel Wealth Partners is an SEC-registered investment adviser serving individuals, small businesses, trusts, estates, high-net-worth clients, pooled investment vehicles, and charities. The firm offers customized asset management and financial planning services, utilizing fundamental, technical, quantitative, and portfolio construction techniques, along with artificial-intelligence tools under human oversight.
Shane S
CFP®, Series 66
Mendota Heights, MN
Vessel Wealth Partners
Shane Sienko is a financial advisor with Vessel Wealth Partners holding CFP® and Series 66 credentials and four years of industry experience. His prior roles include positions at City National Bank and RBC Capital Markets, LLC. Vessel Wealth Partners is an SEC-registered investment adviser serving individuals, small businesses, trusts, estates, high-net-worth clients, pooled investment vehicles, and charities. The firm offers customized portfolio management, financial planning, and retirement plan consulting using multiple analysis methods and artificial-intelligence tools with human oversight.
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