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VESTA WEALTH MANAGEMENT, LLC

MIAMI BEACH, FL · CRD 167498 · IAPD ↗ · vestawealth.com · 786-579-2519

$333.3MRegulatory AUM
1Advisory reps
1Employees
0Clients
26-50Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2024 — VESTA WEALTH MANAGEMENT, LLC notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.