Vaquero Private Wealth Employee Directory

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 β€” but we chose independence so we could put our clients' interests first, without conflicts.
What sets us apart:
πŸ”Ή Individualized Investment Management β€” We don't use cookie-cutter ETF models. Every portfolio is custom-built around your liquidity needs, tax situation, risk tolerance, and personal preferences β€” including both public and private investment opportunities.
πŸ”Ή Comprehensive Wealth Strategy β€” Pre-liquidity planning, estate & succession, concentrated stock solutions, monetization strategies, and family office services β€” all under one roof.
πŸ”Ή Deep Industry Expertise β€” Specialized knowledge across Energy, Real Estate, Technology, and Consumer Products β€” 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
πŸ“ 8111 Douglas Avenue, Suite 1350, Dallas, TX 75225
πŸ“ž 214-269-7854
🌐 vaquerowealth.com

Find Vaquero Private Wealth employees' phone numbers or email addresses

Vaquero Private Wealth Global Highlights

Location
Employees

North America
12

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  • United States Of America
    12

Vaquero Private Wealth's Leadership

  • Stylized image of a person
    R. M.
    Managing Partner
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  • Stylized image of a person
    L. B.
    Director Of Operations And Cco
    Phone icon
  • Stylized image of a person
    R. M.
    Managing Partner
    Phone icon

Vaquero Private Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Finance
  • Accounting
  • Administrative
  • Other
  • Human Resources

Contact profiles from Vaquero Private Wealth

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. M.
    Managing Partner
    Phone icon
    Jun 08, 2026
  • Stylized image of a person
    L. B.
    Director Of Operations And Cco
    Phone icon
    United StatesGeorgia
    Apr 16, 2026
  • Stylized image of a person
    R. M.
    Managing Partner
    Phone icon
    Jun 08, 2026

Frequently Asked Questions

What is Vaquero Private Wealth known for?

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Vaquero Private Wealth was founded in 2017 operates in the Financial Services industry. The company's main headquarters is located in 2021 Mckinney Avenue Suite 430 Dallas, Texas United States. Explore Vaquero Private Wealth's company overview page for more information.

What is Vaquero Private Wealth's most common email format?

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Vaquero Private Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Vaquero Private Wealth email formats with LeadIQ.

How many employees does Vaquero Private Wealth have currently?

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Vaquero Private Wealth has approximately 9 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Vaquero Private Wealth's key employees and leadership?

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As of June 2026, Vaquero Private Wealth's key employees include:

  • Managing Partner: R. M.
  • Director Of Operations And Cco: L. B.
  • Managing Partner: R. M.

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