Vesto Advisors LLC

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Assets, Funds, Holdings

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Vesto Advisors LLC
CRD #324487
SEC #801-127539
CIK #
AUM $80.0 MM (2024-08-09)
Employees 4 (50% Investors, 0% Brokers)
Phone856-219-4026
Address156 Fifth Ave
New York, NY 10010
Source [IAPD] [Website]
Total AUM ($MM)
907254361802009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 6 5.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 2.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.1
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 93 73.0
(n) Other 0 0.0
Total 101 80.0
By Discretionary
Discretionary 101 80.0
Non-Discretionary 0 0.0
Total 101 80.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 80.0
Total 101 80.0
Comparable Firms State AUM ($BB)
Lifegoal Wealth Advisors LLC
NY 0.1
Grupp Financial LLC
WY 0.1
VAM Group LLC
PA 0.1
Trott Brook Financial Inc
MN 0.1
Komorebi Global LLC
FL 0.1
Base Management Co
MD 0.1
KJ Capital Management LLC
NY 0.1
PMV Capital Advisers LLC
TX 0.1
Layline Advisors LLC
NY 0.1
Eagan Capital Management LLC
NY 0.1
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