Vaquero Private Wealth

Financial ServicesTexas, United States2-10 Employees

Vaquero Private Wealth is a Dallas-based, independent, fee-only Registered Investment Advisor serving ultra-high-net-worth entrepreneurs, business owners, and family offices. The firm emphasizes customized investment management, constructing portfolios tailored to each client’s liquidity needs, tax situation, risk tolerance, and personal preferences, with consideration of both public and private investment opportunities. In addition to investment management, it offers a broad wealth strategy that includes pre-liquidity planning, estate and succession planning, concentrated stock solutions, monetization strategies, and family office services—delivered under one roof. The company highlights specialized expertise across energy, real estate, technology, and consumer products, reflecting the industries in which its clients build wealth. Vaquero Private Wealth operates from Dallas, Texas, and has grown its team to support a client base that includes high-net-worth individuals and complex family wealth structures. A recent development noted is the strategic addition of wealth management directors to the team in 2022.

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