VESTED WEALTH ADVISORS

VESTED WEALTH ADVISORS of PORTLAND, OR is an SEC-registered investment adviser (CRD 155491). Regulatory assets under management: $21.9M.

Registration

• CRD: 155491
• SEC file number: 801-71941
• Type: Registered investment adviser
• Location: 205 SE SPOKANE STREET, SUITE 386, PORTLAND, OR, 97202
• Phone: 18445482887
• Latest filing: 2025-03-31
• Regulatory AUM: $21.9M
• Discretionary AUM: $21.5M
• Non-discretionary AUM: $478K
• Clients: 1
• Accounts: 67

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 155491 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search