MIAMI BEACH, FLCRD 167498Latest ADV March 27, 2026
Vesta Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Miami Beach, FL. Its latest Form ADV filing, dated March 27, 2026, reports $333M in regulatory assets under management, 1 employee, and 212 accounts.
Assets Under Management
$333M
Employees
1
Offices
--
Total Clients
44
Primary office
MIAMI BEACH, FL
1688 MERIDIAN AVENUE, 7TH FLOOR, SUITE 700, MIAMI BEACH, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 86.4% of total clients.
Top client categories% of clientsClients
1
HNWI
86.4%
38
2
Individuals
13.6%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$333Mas of March 27, 2026
Discretionary58.6%
$195M
59% of total RAUM58.6%
Non-discretionary41.4%
$138M
41% of total RAUM41.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$333M
Total Accounts212
10Y AUM Change+$216M (+183.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee44:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.