| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffery Yi-Bing Chang Control | President | Under 5% | 2015 |
| Jeremy Michael Sperlazza | Chief Compliance Officer; Chief Legal Officer | Under 5% | 2023 |
| Karan Sood Control | Chief Executive Officer | Under 5% | 2015 |
Vest Financial LLC reports $39.3 billion in regulatory assets under management on its Form ADV.
Vest Financial LLC reports 43 employees.
Vest Financial LLC is based in McLean, VA and has been SEC-registered since 2013.
Vest Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 8350 Broad St, Suite 240, McLean, VA 22102-5150 |
| Phone | 855-979-6060 |
| Fax | 703-918-4929 |
| Office hours | 9:30 a.m. - 4 p.m. Eastern |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1709632 |
| Discloses disciplinary history | Yes |
| Discretionary | $39.3B |
| Non-discretionary | $0 |
| Total (RAUM) | $39.3B |