Vested Financial Planning, LLC
● SEC registered since 2024CRD 296970SEC# 801-129759
Reg. AUM
$157.2M
Employees
1
Accounts
338
Location
—
Vested Financial Planning, LLC assets under management
Vested Financial Planning, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2024. It reports $157.2 million in regulatory assets under management and employs 1 people.
Vested Financial Planning, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Thomas Hsin Lo Control | Principal, Cco | Over 75% | 2018 |
Frequently asked questions
How much does Vested Financial Planning, LLC manage?
Vested Financial Planning, LLC reports $157.2 million in regulatory assets under management on its Form ADV.
How many employees does Vested Financial Planning, LLC have?
Vested Financial Planning, LLC reports 1 employees.
Does Vested Financial Planning, LLC disclose fund performance?
Vested Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 650-315-7372 |
| Office hours | By Appointment Only |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 2044679 |
| Discloses disciplinary history | No |
Regulatory AUM
$157.2M▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$157.2Mregulatory AUM
Discretionary $157.2M