Overview
Assets Under Management: $303 million
Headquarters: MIAMI BEACH, FL
High-Net-Worth Clients: 33
Average Client Assets: $9 million
Frequently Asked Questions
VESTA WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #167498), VESTA WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
VESTA WEALTH MANAGEMENT, LLC is headquartered in MIAMI BEACH, FL.
VESTA WEALTH MANAGEMENT, LLC serves 33 high-net-worth clients according to their SEC filing dated February 07, 2025. View client details ↓
According to their SEC Form ADV, VESTA WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
VESTA WEALTH MANAGEMENT, LLC manages $303 million in client assets according to their SEC filing dated February 07, 2025.
According to their SEC Form ADV, VESTA WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
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