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Building 2VESTA WEALTH MANAGEMENT, LLC

Map pinMIAMI, FL
Phone305-240-6670
NotebookSEC #801-77945
Total AUM
$83.7M
Employees
5
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
382 NORTH EAST 191ST STREET
SUITE 81419
MIAMI
FL 33179
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
305-240-6670

ReceiptFinancials

Total AUM
$83.7M
Accounts
160
Discretionary
$83.7M
Accounts
160
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLNYTX

HandshakeAffiliates

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

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