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VESTED FINANCE

DURHAM, NC · CRD 299272 · IAPD ↗ · vestedfinance.co · 310-895-3927

$0Regulatory AUM
8Advisory reps
60Employees
11560Clients
0Planning clients
9Private funds
4States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
August 2025 — VESTED FINANCE now reports 2 private fund(s) ($1.2M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
32
March 2025 — VESTED FINANCE notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
35
March 2025 — VESTED FINANCE moved its main office from EL SEGUNDO, CA to DURHAM, NC.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
40
March 2025 — VESTED FINANCE added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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