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VESTED FINANCE

VESTED FINANCE INC.

CRD 299272 · SEC 801-114441

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110 SWIFT AVENUE, DURHAM, NC, 27705, United States

Phone

310-895-3927

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

Discretionary AUM

Team

60 total employees; 8 advisory reps; 11560 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Fixed fees; Commissions

Org form

Corporation

Filing date

2026-02-26

Disciplinary history

No

Services

Portfolio management (pooled vehicles)Selection of other advisersONLINE INVESTMENT ADVISORY PLATFORM

States served

CA, NJ, NC, TX

All web addresses on file

Official SEC filing: View on IAPD