Vesta Wealth Management, LLC

Vesta Wealth Management, LLC (CRD# 167498) is a financial advisory firm headquartered in Miami Beach, FL. They manage $267,610,682 in 232 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    268
    MILLION
  • Total Number of Accounts
    232
    ACCOUNTS
  • Average Account Value
    $1,153,494
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, TX

Financial Advisors at Vesta Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Daniele Ghiotti
CRD#: 4780584
1688 Meridian Avenue, 7th Floor, Suite 700, Miami Beach, FL 33139

Daniele Ghiotti (CRD# 4780584) is an Investment Advisor Representative working at Vesta Wealth Management, LLC in Miami Beach, FL and has over 21 years of experience in the finance industry.

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