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| Happy Holidays!! thanks for using AUM13F!! |
| Vesta Wealth Management LLC
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| CRD # | 167498 |
| SEC # | 801-113828 |
| CIK # | |
| AUM | $302.5 M (2025-02-07) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 786-579-2519 |
| Address | 1688 Meridian Avenue Miami Beach, FL 33139 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 0.9 |
| (b) Individuals (high net worth individuals) | 33 | 301.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 222 | 302.5 |
| By Discretionary | ||
| Discretionary | 156 | 174.1 |
| Non-Discretionary | 66 | 128.4 |
| Total | 222 | 302.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 302.5 | |
| Total | 222 | 302.5 |
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|---|---|---|
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0.3 | |
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OH | 0.3 |
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PA | 0.3 |
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The Hogan-Knotts Financial Group Inc
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NJ | 0.3 |
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Capstone Wealth Management Inc
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MT | 0.3 |
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Prepared Retirement Institute LLC
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PA | 0.3 |
|
Kessler Investment Group LLC
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IN | 0.3 |
|
DHH Advisors LLC
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NJ | 0.3 |
|
Ketron Financial LLC
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CA | 0.3 |