Vaquero Private Wealth
Vaquero Private Wealth is an independent, fee-only fiduciary RIA founded in 2017 in Dallas, Texas, serving ultra-high-net-worth entrepreneurs, executives, and family offices with a virtual family office model and a $5M+ minimum, managing $1.0B+ in assets.
- Company typePrivate
- Founded2017
- HeadquartersDallas, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Vaquero Private Wealth does
Vaquero Private Wealth, Ltd. is an independent, fee-only fiduciary Registered Investment Adviser founded in 2017 and headquartered in Dallas, Texas. The firm serves ultra-high-net-worth (UHNW) families, entrepreneurs, executives, and family offices with a virtual family office model that coordinates investments, tax strategy, estate planning, philanthropy, and financial administration into a single integrated framework. Services are delivered directly by partners and supported by a four-person senior team with 150+ combined years of institutional experience at Merrill Lynch, Northern Trust, and PwC. The firm requires a minimum of $5M+ in liquid assets and maintains a deliberately limited client roster, with reported metrics of $1.0B+ in Assets Under Advisement and 100+ UHNW families served.
The firm operates with no proprietary technology platform, no proprietary investment products, and no revenue-sharing arrangements. Client assets are custodied through Pershing Advisor Solutions (BNY Mellon) and Fidelity Investments, providing open-architecture investment access. The firm monetizes exclusively through advisory fees on assets under advisement, with pricing not publicly disclosed and detailed in Form ADV Part 2A. The client portal is powered by Addepar for portfolio reporting and aggregation. Go-to-market is partner-led, direct, and high-touch, supported by a content marketing program, earned media (USA Today, Newsweek, InvestmentNews recognition), and a professional referral network of CPAs, estate attorneys, and transaction attorneys. All operations are domestic (Texas / Dallas-Fort Worth Metroplex), and no external funding rounds, acquisitions, or institutional investors have been disclosed.
Vaquero Private Wealth firmographics
Firmographics- Name
- Vaquero Private Wealth
- Legal name
- Vaquero Private Wealth, Ltd.
- Website
- https://vaquerowealth.com
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Vaquero Private Wealth is an independent, fee-only fiduciary RIA founded in 2017 in Dallas, Texas, serving ultra-high-net-worth entrepreneurs, executives, and family offices with a virtual family office model and a $5M+ minimum, managing $1.0B+ in assets.
- Ownership category
- akta.pro rank
Vaquero Private Wealth industry classification
Industry- Product category
- Private Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Tax-Focused Wealth Management RIAs (FSAAACAD), Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH), Private Banking Business Owners & Entrepreneur Solutions (Liquidity Events, Pre-IPO) (FSABADAK), Estate, Gift & Trust Valuation (BPAHANAL)
Keywords
Where Vaquero Private Wealth is headquartered
LocationHeadquarters
- HQ city
- Dallas
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Vaquero Private Wealth business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Revenue model
- Advisory Fees on Assets Under Management: Fee-only fiduciary registered investment advisor compensated directly by clients. No commissions, no product compensation, no revenue-sharing arrangements. No proprietary products.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Fee-only fiduciary advisory services (pricing not publicly disclosed) |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Vaquero Private Wealth product offering
Product offeringCore offering
Vaquero Private Wealth is a fee-only fiduciary Registered Investment Adviser (RIA) that operates a virtual family office for ultra-high-net-worth (UHNW) families, entrepreneurs, and executives. The firm coordinates investments, tax strategy, estate planning, philanthropy, and financial administration into a single coherent framework. Services include pre-liquidity planning, investment management, estate and succession planning, concentrated stock solutions, and risk management, with a minimum threshold of $5M+ in liquid assets.
Product overview
Vaquero Private Wealth is a fee-only fiduciary registered investment adviser (RIA) serving ultra-high-net-worth (UHNW) families, entrepreneurs, and executives. It is not a technology platform but a financial advisory firm whose services are delivered through direct advisor-client relationships. The firm operates a virtual family office model, coordinating investments, tax strategy, estate planning, philanthropy, and financial administration into a single coherent framework. Client assets are custodied at Pershing Advisor Solutions (BNY Mellon) and Fidelity Investments. The firm has a deliberately limited client roster and requires a minimum of $5 million in liquid assets. Services span pre-liquidity planning, investment management, estate and succession planning, concentrated stock solutions, and risk management. No distinct branded software product, module, or digital platform is offered as a standalone product — the advisory services themselves are the offering.
Differentiator
Problem solved
Functional benefit
Products and services
- Family Office Services
- Investment Management
- Estate and Succession Planning
- Pre-Liquidity Planning
- Concentrated Stock Solutions
- Private Deal Sourcing
- Risk Management
- Comprehensive Wealth Planning
Quantifiable outcome
- $1.1M+ in taxes saved through coordinated equity compensation optimization
- +2 more outcomes
Companies that use Vaquero Private Wealth
Customer profileNamed customers7 records
Segments1 record
Ideal customer profiles1 record
Vaquero Private Wealth technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Vaquero Private Wealth partnerships and signals
Strategic signalScale indicators4 records
Recent moves6 records
Expansion highlights5 records
Vaquero Private Wealth competitors and assessment
Company assessmentBroad incumbents
- Mercer Advisors: One of the largest U.S. RIAs serving HNW and UHNW households with comprehensive wealth planning, tax, and estate services. Comparable fee-only fiduciary model and family-office-style coordination, but at materially larger scale and national footprint.
- Brown Brothers Harriman Wealth Management: Private partnership offering multi-family office and wealth management services to UHNW families, foundations, and endowments. Comparable fiduciary orientation and family-office services, but with broader institutional capabilities.
- Northern Trust Wealth Management: Large, established private bank and wealth manager serving UHNW families with investment management, trust, and family office services. Vaquero's own investment team includes a former Northern Trust SVP, signaling overlapping pedigree and practice model.
Direct peers
- Aspiriant: Independent, fee-only RIA serving UHNW families and individuals with holistic planning, tax, and investment management. Closely aligned with Vaquero's virtual family office model and HNW/UHNW client focus.
- Crestwood Advisors: Independent, fee-only RIA providing family office-style wealth management to UHNW entrepreneurs and multi-generational families. Direct overlap in coordination of investments, tax, and estate planning.
- Glenmede: Independent wealth manager and trust company serving UHNW families, foundations, and endowments with investment advisory and trust services. Comparable in fiduciary independence and multi-generational planning focus.
- Cresset Asset Management: UHNW-focused multi-family office offering investment management, tax, estate, and lifestyle concierge services. Targets founders, executives, and family offices with a partner-led model similar to Vaquero.
- Pitcairn: Multi-family office serving UHNW families with investment management, trust, and family governance services. Comparable multi-generational wealth stewardship and virtual family office delivery.
- Fieldpoint Private: Private wealth advisory firm serving UHNW individuals, families, and entrepreneurs with personalized financial planning and investment management. Comparable niche, concierge-style service model.
Regional players
- GenTrust: Independent RIA serving UHNW families, entrepreneurs, and foundations, with strong Dallas presence. Direct market overlap in Texas UHNW wealth management.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Vaquero Private Wealth social profiles
Digital presenceVaquero Private Wealth financial estimates
Financial estimateRevenue estimate
Valuation estimate
Vaquero Private Wealth leadership team
Management profileNumber of profiles
Profiles4 records
Vaquero Private Wealth funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Vaquero Private Wealth M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Vaquero Private Wealth
What does Vaquero Private Wealth do?
Vaquero Private Wealth is a fee-only fiduciary Registered Investment Adviser (RIA) that operates a virtual family office for ultra-high-net-worth (UHNW) families, entrepreneurs, and executives. The firm coordinates investments, tax strategy, estate planning, philanthropy, and financial administration into a single coherent framework. Services include pre-liquidity planning, investment management, estate and succession planning, concentrated stock solutions, and risk management, with a minimum threshold of $5M+ in liquid assets.
Is Vaquero Private Wealth a public or private company?
Vaquero Private Wealth is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Vaquero Private Wealth founded?
Vaquero Private Wealth was founded in 2017. It employs 1 to 10 people.
Where is Vaquero Private Wealth based?
Vaquero Private Wealth is headquartered in Dallas, United States, in the North America region.
How does Vaquero Private Wealth make money?
One revenue line is on record: advisory Fees on Assets Under Management.
Who are Vaquero Private Wealth's main competitors?
Broad incumbents on record are Mercer Advisors, Brown Brothers Harriman Wealth Management and Northern Trust Wealth Management. Direct peers are Aspiriant, Crestwood Advisors, Glenmede, Cresset Asset Management, Pitcairn and Fieldpoint Private. GenTrust is listed as a regional player.
Does Vaquero Private Wealth have an API?
No public API is recorded for Vaquero Private Wealth.
What industry is Vaquero Private Wealth in?
Vaquero Private Wealth's product category is Private Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAACAH, Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite). Its NAICS code is 523940 and its SIC code is 6282.