Vesta Wealth Management, LLC
● SEC registered since 2018CRD 167498SEC# 801-113828Miami Beach, FL
Reg. AUM
$333.3M
Employees
1
Accounts
212
Location
Miami Beach, FL
Vesta Wealth Management, LLC assets under management
Vesta Wealth Management, LLC operates as an SEC-registered investment adviser based in Miami Beach, FL. The firm has been registered since 2018. It reports $333.3 million in regulatory assets under management and employs 1 people.
Vesta Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniele Ghiotti Control | President & Chief Compliance Officer | Over 75% | 2013 |
Frequently asked questions
How much does Vesta Wealth Management, LLC manage?
Vesta Wealth Management, LLC reports $333.3 million in regulatory assets under management on its Form ADV.
How many employees does Vesta Wealth Management, LLC have?
Vesta Wealth Management, LLC reports 1 employees.
Where is Vesta Wealth Management, LLC located?
Vesta Wealth Management, LLC is based in Miami Beach, FL and has been SEC-registered since 2018.
Does Vesta Wealth Management, LLC disclose fund performance?
Vesta Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1688 Meridian Avenue, 7th Floor, Suite 700, Miami Beach, FL 33139 |
| Phone | 786-579-2519 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$333.3M▲ 10%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$333.3Mregulatory AUM
Discretionary $195.4MNon-discretionary $138M