Vestwealth, Inc.
● SEC registered since 2021CRD 316132SEC# 801-122842
Reg. AUM
$400
Employees
2
Accounts
4
Location
—
Vestwealth, Inc. assets under management
Vestwealth, Inc. is an SEC-registered investment adviser. The firm has been registered since 2021. It reports $400 in regulatory assets under management and employs 2 people.
Vestwealth, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaron Polhamus Control | Ceo | Under 5% | 2021 |
| Scott Michael Silver Control | Cco | Under 5% | 2025 |
| Vest, Inc. Control | Sole Member | Over 75% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Vestwealth, Inc. manage?
Vestwealth, Inc. reports $400 in regulatory assets under management on its Form ADV.
How many employees does Vestwealth, Inc. have?
Vestwealth, Inc. reports 2 employees.
Does Vestwealth, Inc. disclose fund performance?
Vestwealth, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 954-600-9052 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$400No change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$400regulatory AUM
Discretionary $0Non-discretionary $400