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Vesta Wealth Management, LLC

● SEC registered since 2018CRD 167498SEC# 801-113828Miami Beach, FL
Export (members)
Reg. AUM
$302.5M
Employees
1
Accounts
222
Location
Miami Beach, FL

Vesta Wealth Management, LLC assets under management

Vesta Wealth Management, LLC operates as an SEC-registered investment adviser based in Miami Beach, FL. The firm has been registered since 2018. It reports $302.5 million in regulatory assets under management and employs 1 people.
www.vestawealth.comView on SEC.gov ↗

Vesta Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Daniele Ghiotti ControlPresident & Chief Compliance OfficerOver 75%2013

Frequently asked questions

How much does Vesta Wealth Management, LLC manage?

Vesta Wealth Management, LLC reports $302.5 million in regulatory assets under management on its Form ADV.

How many employees does Vesta Wealth Management, LLC have?

Vesta Wealth Management, LLC reports 1 employees.

Where is Vesta Wealth Management, LLC located?

Vesta Wealth Management, LLC is based in Miami Beach, FL and has been SEC-registered since 2018.

Does Vesta Wealth Management, LLC disclose fund performance?

Vesta Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1688 Meridian Avenue, 7th Floor, Suite 700, Miami Beach, FL 33139
Phone786-579-2519
Office hours9:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$174.1M
Non-discretionary$128.4M
Total (RAUM)$302.5M