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Vaquero Private Wealth Employee Directory

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.

Find Vaquero Private Wealth employees' phone numbers or email addresses

Vaquero Private Wealth Global Highlights

Location
Employees

North America
10

Minus sign iconPlus sign icon
  • United States Of America
    10

Vaquero Private Wealth's Leadership

  • Stylized image of a person
    R. M.
    Managing Partner
    Mobile Phone
  • Stylized image of a person
    R. M.
    Managing Partner
    Mobile Phone

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
Location
Last Update
  • Stylized image of a person
    R. M.
    Managing Partner
    Mobile Phone
    Jul 30, 2026
  • Stylized image of a person
    R. M.
    Managing Partner
    Mobile Phone
    Jul 30, 2026

Frequently Asked Questions

What is Vaquero Private Wealth known for?

Minus sign iconPlus sign iconVaquero Private Wealth was founded in 2017 operates in the Financial Services industry. Explore Vaquero Private Wealth's company overview page for more information.

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

Minus sign iconPlus sign iconVaquero 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?

Minus sign iconPlus sign iconVaquero Private Wealth has approximately 9 employees as of July 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 July 2026, Vaquero Private Wealth's key employees include:

  • Managing Partner: R. M.
  • Managing Partner: R. M.

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