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VAQUERO PRIVATE WEALTH, LTD.
CRD 305266File 801-117364
APPROVED
Retail clients
Custody
Filing as of Feb 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$928.9M
Above cohort median (national)
Discretionary AUM
$820.9M
Non-discretionary $108.0M
Clients
285
739 accounts
Employees
9
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Sep 20, 2019
- Principal office
- 8111 DOUGLAS AVENUE, SUITE 1350, DALLAS, TX, 75225
- Phone
- 214-269-7855
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $928.9M
- Discretionary AUM
- $820.9M
- Non-discretionary AUM
- $108.0M
- Discretionary accounts
- 702
- Non-discretionary accounts
- 37
- Total accounts
- 739
- AUM per client
- $3.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 17 | $17.4M |
| Insurance companies | Fewer than 5 | $3.3M |
| Charitable organizations | Fewer than 5 | $7.6M |
| High net worth individuals | 179 | $871.7M |
| Pension and profit sharing plans | 5 | $11.0M |
| Individuals (other than high net worth individuals) | 79 | $17.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.