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VEST FINANCIAL LLC

SEC Form ADV profile.

Total regulatory AUM
$51,808,987,927
Discretionary
$51,808,987,927
Non-discretionary
$0

Firm details

CRD number
165976
SEC file number
801-77463
Main office
MCLEAN, VA, United States
Employees
52
SEC status
Approved
Fee structure
Percentage of AUM

As of October 2026.