Vest Wealth Inc.
Vest Wealth Inc. is an SEC-registered ria with $400 assets under management (AUM, regulatory AUM), -999% over one year. See who owns Vest Wealth Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 316132, SEC 801-122842, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $400 (2026-03-27)
- Firm type
- Ria
- Employees
- 2
- Clients
- 4
- CRD
- 316132
- Ownership
- VEST, INC.; Polhamus, Aaron; SWARATH, SHIVAN, O; Silver, Scott, Michael; PEREYRA, ALVARO, LUIS
How much AUM does Vest Wealth Inc. have?
Vest Wealth Inc. reported $400 in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Vest Wealth Inc.?
Disclosed owners and executives of Vest Wealth Inc. include VEST, INC., Polhamus, Aaron, SWARATH, SHIVAN, O, Silver, Scott, Michael, PEREYRA, ALVARO, LUIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.