VESTA WEALTH MANAGEMENT, LLC

VESTA WEALTH MANAGEMENT, LLC of MIAMI BEACH, FL is an SEC-registered investment adviser (CRD 167498). Regulatory assets under management: $333.3M.

Registration

• CRD: 167498
• SEC file number: 801-113828
• Type: Registered investment adviser
• Location: 1688 MERIDIAN AVENUE, 7TH FLOOR, SUITE 700, MIAMI BEACH, FL, 33139
• Phone: 786-579-2519
• Latest filing: 2026-03-27
• Regulatory AUM: $333.3M
• Discretionary AUM: $195.4M
• Non-discretionary AUM: $138.0M
• Clients: 1
• Accounts: 212

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Other.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 167498 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search