← Tributary

VESTO ADVISORS, LLC

NEW YORK, NY · CRD 324487 · IAPD ↗ · getvesto.com · 856-219-4026

$65.4MRegulatory AUM
2Advisory reps
3Employees
71Clients
n/aPlanning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
July 2025 — VESTO ADVISORS, LLC (NEW YORK, NY) left the SEC roster (was $65.4M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
70
April 2024 — VESTO ADVISORS, LLC reported RAUM up 83% ($43.6M -> $80.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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