VEST FINANCIAL LLC

CRD 165976 · SEC 801-77463

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8350 BROAD ST, SUITE 240, MCLEAN, VA, 22102-5150, United States

Phone

855-979-6060

Fax

703-918-4929

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$51.81B

Discretionary AUM

$51.81B

Team

52 total employees; 12 advisory reps; 210 broker-dealer reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-06-12

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)PORTFOLIO CONSULTANT AND SUB-SUPERVISORY SERVICES FOR UNIT INVESTMENT TRUSTS

Client types

Type	Clients	AUM
Investment companies	154	$51.36B
Pooled investment vehicles	26	$450.3M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD