Vest Financial LLC
● SEC registered since 2013CRD 165976SEC# 801-77463McLean, VA
Reg. AUM
$51.81B
Employees
52
Accounts
154
Location
McLean, VA
Vest Financial LLC assets under management
Vest Financial LLC is an SEC-registered investment adviser based in McLean, VA. The firm has been registered since 2013. It reports $51.8 billion in regulatory assets under management and employs 52 people.
Vest Financial LLC owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffery Yi-Bing Chang Control | President | Under 5% | 2015 |
| Jeremy Michael Sperlazza Control | Chief Operating Officer | Under 5% | 2026 |
| Karan Sood Control | Chief Executive Officer | Under 5% | 2015 |
See all 13 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Vest Financial LLC manage?
Vest Financial LLC reports $51.8 billion in regulatory assets under management on its Form ADV.
How many employees does Vest Financial LLC have?
Vest Financial LLC reports 52 employees.
Where is Vest Financial LLC located?
Vest Financial LLC is based in McLean, VA and has been SEC-registered since 2013.
Does Vest Financial LLC disclose fund performance?
Vest Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8350 Broad St, Suite 240, McLean, VA 22102-5150 |
| Phone | 855-979-6060 |
| Fax | 703-918-4929 |
| Office hours | 9 a.m. - 5 p.m. Eastern |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1709632 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$51.81B▲ 32%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 3%
Larger than 97% of 16,271 advisers
EmployeesTop 12%
More than 88% of 16,825 advisers
Assets under management
$51.81Bregulatory AUM
Discretionary $51.81B