Vestwyze, LLC
Vestwyze, LLC (CRD# 289127) is a financial advisory firm headquartered in Orlando, FL. They manage $6,416,542 in 103 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management6MILLION
-
Total Number of Accounts103ACCOUNTS
-
Average Account Value$62,297
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, GA, TX
Financial Advisors at Vestwyze, LLC
1
Johnnie Hall (CRD# 4874294) is an Investment Advisor Representative working at Vestwyze, LLC in Orlando, FL and has over 19 years of experience in the finance industry.
2
Kimberly Saunders (CRD# 5848080) is an Investment Advisor Representative working at Vestwyze, LLC in Orlando, FL and has over 7 years of experience in the finance industry.
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