VESTA WEALTH MANAGEMENT, LLC

1688 Meridian Avenue
7th Floor, Suite 700
Miami Beach, Florida 33139
Tel: 786-579-2519

About VESTA WEALTH MANAGEMENT, LLC

VESTA WEALTH MANAGEMENT, LLC, formally registered with the SEC as VESTA WEALTH MANAGEMENT, LLC. The firm was established in 08/13/2018. They have over 1 offices throughout the country.

VESTA WEALTH MANAGEMENT, LLC is a Miami Beach, Florida based Financial Planning firm with nearly $302,501,503 assets under management, offering retirement planning & investment advisory services to 222 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	167498
SEC#	801-113828
Assets Managed by Firm	$302,501,503
No. of Clients	222
No. of Advisors	1

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Other (LOAN CONSULTING/LOAN NEEDS ANALYSIS)

Firm Client Information

	No. of Clients	AUM
Firm Total	222	$302,501,503
Individuals (other than high net worth individuals)	5	$852,713
High net worth individuals	33	$301,648,790

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