Overview
Assets Under Management: $303 million
Headquarters: MIAMI BEACH, FL
High-Net-Worth Clients: 33
Average Client Assets: $9 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.72
Average High-Net-Worth Client Assets: $9 million
Total Client Accounts: 222
Discretionary Accounts: 156
Non-Discretionary Accounts: 66
Regulatory Filings
CRD Number: 167498
Last Filing Date: 2025-02-07 00:00:00
Website: https://vestawealth.com