VEST WEALTH INC.

VESTWEALTH, INC.

CRD 316132 · SEC 801-122842

Visit website

VT, United States

Phone

954-600-9052

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$400

Discretionary AUM

Team

2 total employees; 1 advisory reps; 4 broker-dealer reps

Clients

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Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-27

Disciplinary history

Services

Portfolio management (individuals)

Client types

Type	Clients	AUM
Individuals	4	$400

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, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

https://www.vest.investments

Official SEC filing: View on IAPD