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Vestwealth, Inc.

● SEC registered since 2021CRD 316132SEC# 801-122842
Export (members)
Reg. AUM
—
Employees
2
Accounts
—
Location
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Vestwealth, Inc. assets under management

Vestwealth, Inc. is an SEC-registered investment adviser. The firm has been registered since 2021. It employs 2 people.
www.vest.investmentsView on SEC.gov ↗

Vestwealth, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Aaron Polhamus ControlCeoUnder 5%2021
Shivan O Swarath ControlCcoUnder 5%2024
Vest, Inc. ControlSole MemberOver 75%2021
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Frequently asked questions

How many employees does Vestwealth, Inc. have?

Vestwealth, Inc. reports 2 employees.

Does Vestwealth, Inc. disclose fund performance?

Vestwealth, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone954-600-9052
Office hours9a.m. To 5p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo