Legal & Regulatory
Disclosures
Vaquero Private Wealth, Ltd. is a registered investment adviser. Registration does not imply any level of skill or training. The information on this website has not been approved or verified by the United States Securities and Exchange Commission (SEC) or by any state securities authority.
Legal Documents
The following documents are provided in accordance with SEC regulations and our commitment to full transparency.
Privacy Notice
How Vaquero Private Wealth collects, uses, and protects your personal information.
Form CRS
Client Relationship Summary — a brief overview of our services, fees, and key relationships.
Form ADV Part 2A
Our Firm Brochure detailing our advisory services, fees, and disciplinary history.
SEC Adviser Public Disclosure
View our full firm profile on the SEC's Investment Adviser Public Disclosure (IAPD) database.
The Form CRS, Form ADV Part 2A, and SEC Adviser Public Disclosure links above are hosted on the SEC's Investment Adviser Public Disclosure (IAPD) website and reflect the most recent filings made by Vaquero Private Wealth, Ltd. (CRD #305266 / SEC #801-117364).
Past performance is not indicative of future results. All investments involve risk, including the potential loss of principal. The information provided on this website is for informational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security.
Vaquero Private Wealth, Ltd. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party. All such information is provided solely for convenience and informational purposes, and all users thereof should be guided accordingly.
Client assets are custodied by Pershing Advisor Solutions, a BNY Mellon company, and Fidelity Investments. Vaquero Private Wealth, Ltd. is an independent registered investment adviser. We have no proprietary products and no revenue-sharing arrangements. Any potential conflicts are disclosed in our Form ADV and managed in accordance with our fiduciary obligations.
For additional information about Vaquero Private Wealth, Ltd., including a copy of our Form ADV or Form CRS, please contact us at info@vaquerowealth.com or call 214-269-7854.