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Building 2VESTA WEALTH MANAGEMENT, LLC

Map pinMIAMI BEACH, FL
Phone786-579-2519
NotebookSEC #801-113828
Total AUM
$333.3M
Employees
1
Clients
44

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1688 MERIDIAN AVENUE
7TH FLOOR, SUITE 700
MIAMI BEACH
FL 33139
United States
Operating Hours
9:00 AM - 5:00 PM
BY APPOINTMENT ONLY
Phone
786-579-2519

ReceiptFinancials

Total AUM
$333.3M
Accounts
212
Discretionary
$195.4M
Accounts
149
Non-Discretionary
$138M
Accounts
63

ContactClients

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Individual Clients
6
AUM
$2.9M
HNW Individual Clients
38
AUM
$330.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
LOAN CONSULTING/LOAN NEEDS ANALYSIS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLTXWA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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