Vincent Lewis is a registered investment advisor at Adhesion Wealth Advisor Solutions, based in Concord, CA, with 23 years of industry experience. Vincent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Tax Planning. Their firm serves 123 clients with $10B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1655 Grant Street, 10th Floor, Concord, CA, 94520
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Vincent is a baseball umpire, a CFO for CRU Sports, and backstaff at Hall Rutherford Winery. These activities take a few hours per week, about 10% of his time, and about 10-20% of his time, respectively.
Employment History
Current Registrations
Adhesion Wealth Advisor Solutions
Previous Registrations
Assetmark Brokerage, LLCBroker
Capital Brokerage CorporationBroker
Assetmark, INC.
Capital Brokerage CorporationBroker
Mcnally Financial Services Corporation
Mcnally Financial Services CorporationBroker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations1 state
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