Vesta Wealth Management, LLC

Vesta Wealth Management, LLC (CRD# 167498) is a financial advisory firm headquartered in Miami Beach, FL. They manage $69,280,269 in 147 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    147
    ACCOUNTS
  • Average Account Value
    $471,294
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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
1111 Lincoln Road, 4th Floor, Miami Beach, FL 33139
96
Wealthminder
score

Daniele Ghiotti (CRD# 4780584) is an Investment Advisor Representative working at Vesta Wealth Management, LLC in Miami Beach, FL and has over 14 years of experience in the finance industry. Daniele Ghiotti has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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