VESTA FINANCIALCARE

VESTA FINANCIALCARE of PHILADELPHIA, PA is an SEC-registered investment adviser (CRD 141804). Regulatory assets under management: $34.2M.

Registration

• CRD: 141804
• Type: Registered investment adviser
• Location: 1735 MARKET STREET, PHILADELPHIA, PA, 19103-7588
• Phone: 215-291-0909
• Latest filing: 2026-03-27
• Regulatory AUM: $34.2M
• Discretionary AUM: $31.5M
• Non-discretionary AUM: $2.7M
• Clients: 1
• Accounts: 26

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 141804 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search