Vesta Wealth Management, LLC
Vesta Wealth Management, LLC is an SEC-registered wealth manager in Miami Beach, FL with $333.3M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Vesta Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 167498, SEC 801-113828, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $333.3M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Miami Beach, FL
- Employees
- 1
- Clients
- 44
- CRD
- 167498
- Ownership
- GHIOTTI, DANIELE; INTERIM HOLDINGS, LLC; BROWN, SCOTT, MICHAEL
How much AUM does Vesta Wealth Management, LLC have?
Vesta Wealth Management, LLC reported $333.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Vesta Wealth Management, LLC?
Disclosed owners and executives of Vesta Wealth Management, LLC include GHIOTTI, DANIELE, INTERIM HOLDINGS, LLC, BROWN, SCOTT, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.