VESTA WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$333,332,194
Discretionary
$195,378,427
Non-discretionary
$137,953,767
Firm details
- CRD number
- 167498
- SEC file number
- 801-113828
- Main office
- MIAMI BEACH, FL, United States
- Employees
- 1
- SEC status
- Approved
- Website
- HTTP://WWW.VESTAWEALTH.COM
- Fee structure
-
Percentage of AUM
As of October 2026.