Vesto Advisors, LLC
CRD 324487SEC# 801-127539New York, NY
No longer SEC-registered. Vesto Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$65.4M
Employees
3
Accounts
123
Location
New York, NY
Vesto Advisors, LLC assets under management
Vesto Advisors, LLC is a registered investment adviser overseen by the SEC based in New York, NY. It reports $65.4 million in regulatory assets under management and employs 3 people.
Vesto Advisors, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Doepfner Control | Chief Compliance Officer | Under 5% | 2023 |
| Benjamin Doepfner Control | Chief Executive Officer | Under 5% | 2022 |
| Vesto Technologies Inc. Control | Owner | Over 75% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Vesto Advisors, LLC manage?
Vesto Advisors, LLC reports $65.4 million in regulatory assets under management on its Form ADV.
How many employees does Vesto Advisors, LLC have?
Vesto Advisors, LLC reports 3 employees.
Where is Vesto Advisors, LLC located?
Vesto Advisors, LLC is based in New York, NY.
Does Vesto Advisors, LLC disclose fund performance?
Vesto Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 205 Hudson St., 7th Floor, New York, NY 10013 |
| Office hours | 9:00 a.m. - 6:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$65.4MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$65.4Mregulatory AUM
Discretionary $65.4M