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Vested Financial Planning, LLC

● SEC registered since 2024CRD 296970SEC# 801-129759
Export (members)
Reg. AUM
$129.2M
Employees
1
Accounts
298
Location
—

Vested Financial Planning, LLC assets under management

Vested Financial Planning, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2024. It reports $129.2 million in regulatory assets under management and employs 1 people.
www.facebook.com/vestedfinancialplanningView on SEC.gov ↗

Vested Financial Planning, LLC owners & executives

1 reported
NameTitleOwnershipSince
Thomas Hsin Lo ControlPrincipal, CcoOver 75%2018

Frequently asked questions

How much does Vested Financial Planning, LLC manage?

Vested Financial Planning, LLC reports $129.2 million in regulatory assets under management on its Form ADV.

How many employees does Vested Financial Planning, LLC have?

Vested Financial Planning, LLC reports 1 employees.

Does Vested Financial Planning, LLC disclose fund performance?

Vested Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone650-315-7372
Office hoursBy Appointment Only
SEC regionSan Francisco Regional Office (SFRO)
CIK2044679
Discloses disciplinary historyNo

Assets under management

Discretionary$129.2M
Non-discretionary$0
Total (RAUM)$129.2M