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| Vesta Wealth Management LLC
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|
|---|---|
| CRD # | 167498 |
| SEC # | 801-113828 |
| CIK # | |
| AUM | $333.3 M (2026-03-27) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 786-579-2519 |
| Address | 1688 Meridian Avenue Miami Beach, FL 33139 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 2.9 |
| (b) Individuals (high net worth individuals) | 38 | 330.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 212 | 333.3 |
| By Discretionary | ||
| Discretionary | 149 | 195.4 |
| Non-Discretionary | 63 | 138.0 |
| Total | 212 | 333.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 333.3 | |
| Total | 212 | 333.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Trisperity Advisors LLC
✚
|
TX | 0.3 |
|
Benson Investment Management Company Inc
✚
|
0.3 | |
|
Envision Capital Management Inc
✚
|
0.3 | |
|
Fairfield Financial Advisors Ltd
✚
|
MA | 0.3 |
|
Curry Webb Wealth Management LLC
✚
|
IN | 0.3 |
|
The Hogan-Knotts Financial Group Inc
✚
|
NJ | 0.3 |
|
BBJS Financial Advisors LLC
✚
|
WA | 0.3 |
|
Elios Financial Group Inc
✚
|
OH | 0.3 |
|
The McHugh Group LLC
✚
|
0.3 | |
|
Yoder Wealth Management Inc
✚
|
CA | 0.3 |