VESTED PARTNERS: A MULTI-FAMILY OFFICE

VESTED PARTNERS: A MULTI-FAMILY OFFICE of SALEM, VA is an SEC-registered investment adviser (CRD 281862). Regulatory assets under management: $95.0M.

Registration

• CRD: 281862
• Type: Registered investment adviser
• Location: 300 E. 2ND STREET, SALEM, VA, 24153
• Phone: 540-389-6060
• Latest filing: 2026-07-29
• Regulatory AUM: $95.0M
• Discretionary AUM: $95.0M
• Clients: 3
• Accounts: 250

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 281862 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search