Vaquero Private Wealth

Financial ServicesTexas, United States2-10 Employees

Vaquero Private Wealth is an independent, fee-only Registered Investment Advisor based in Dallas, Texas, serving ultra-high-net-worth entrepreneurs, business owners, and family offices.
We believe wealth management should be as unique as the people we serve. Our team brings decades of experience from institutions like Northern Trust, Merrill Lynch, BlackRock, and PwC — but we chose independence so we could put our clients' interests first, without conflicts.
What sets us apart:
🔹 Individualized Investment Management — We don't use cookie-cutter ETF models. Every portfolio is custom-built around your liquidity needs, tax situation, risk tolerance, and personal preferences — including both public and private investment opportunities.
🔹 Comprehensive Wealth Strategy — Pre-liquidity planning, estate & succession, concentrated stock solutions, monetization strategies, and family office services — all under one roof.
🔹 Deep Industry Expertise — Specialized knowledge across Energy, Real Estate, Technology, and Consumer Products — the industries where our clients build their wealth.
Recognized by: USA Today Best Financial Advisory Firms 2026 | Newsweek America's Top Financial Advisory Firms 2026 | InvestmentNews Fastest-Growing Fee-Only RIAs
📍 8111 Douglas Avenue, Suite 1350, Dallas, TX 75225
📞 214-269-7854
🌐 vaquerowealth.com

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