Vested Financial Planning, LLC
Vested Financial Planning, LLC is an SEC-registered ria with $157.2M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Vested Financial Planning, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 296970, SEC 801-129759, data through 2026-03-03.
- AUM (assets under management / regulatory AUM)
- $157.2M (2026-03-03)
- Firm type
- Ria
- Employees
- 1
- Clients
- 37
- CRD
- 296970
- Ownership
- LO, THOMAS, HSIN
How much AUM does Vested Financial Planning, LLC have?
Vested Financial Planning, LLC reported $157.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-03).
Who owns Vested Financial Planning, LLC?
Disclosed owners and executives of Vested Financial Planning, LLC include LO, THOMAS, HSIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.