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VESTIS ADVISORS, LLC
CRD 152579
11111 KATY FREEWAY, SUITE 910, HOUSTON, TX, 77079, United States
Phone
(713) 485-6642
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$10.8M
Discretionary AUM
$0
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $3.4M |
| High net worth individuals | 5 | $6.9M |
Official SEC filing: View on IAPD