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VESTA WEALTH MANAGEMENT, LLC
CRD 167498File 801-113828
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$333.3M
Below cohort median (national)
Discretionary AUM
$195.4M
Non-discretionary $138.0M
Clients
44
212 accounts
Employees
1
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Aug 13, 2018
- Principal office
- 1688 MERIDIAN AVENUE, 7TH FLOOR, SUITE 700, MIAMI BEACH, FL, 33139
- Phone
- 786-579-2519
- Website
- HTTP://WWW.VESTAWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $333.3M
- Discretionary AUM
- $195.4M
- Non-discretionary AUM
- $138.0M
- Discretionary accounts
- 149
- Non-discretionary accounts
- 63
- Total accounts
- 212
- AUM per client
- $7.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 38 | $330.4M |
| Individuals (other than high net worth individuals) | 6 | $2.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.