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VESTA WEALTH MANAGEMENT, LLC
CRD 167498 · SEC 801-113828
1688 MERIDIAN AVENUE, 7TH FLOOR, SUITE 700, MIAMI BEACH, FL, 33139, United States
Phone
786-579-2519
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$333.3M
Discretionary AUM
$195.4M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)LOAN CONSULTING/LOAN NEEDS ANALYSIS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $2.9M |
| High net worth individuals | 38 | $330.4M |
States served
CA, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD