Vega Financial LLC

Vega Financial LLC (CRD# 312036) is a financial advisory firm headquartered in Mercer Island, WA. They manage $38,000,000 in 90 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

Po Box 158, Mercer Island, WA 98040

https://www.vega-financial.com

By the Numbers

Total Assets Under Management

38

MILLION
Total Number of Accounts

90

ACCOUNTS
Average Account Value

$422,222

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription fees)

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

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

TX, WA

Financial Advisors at Vega Financial LLC

Showing 1 - 2 of 2 top financial advisors.

Tyson A. Farmer

CRD#: 5068000

Mercer Island, WA

Tyson Farmer (CRD# 5068000) is an Investment Advisor Representative working at Vega Financial LLC in Mercer Island, WA and has over 18 years of experience in the finance industry.

Teresa R. Farmer - Clemens

CRD#: 7606209

Plano, TX

Teresa Farmer - Clemens (CRD# 7606209) is an Investment Advisor Representative working at Vega Financial LLC in Plano, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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