Vesta Wealth Management, LLC
Vesta Wealth Management, LLC (CRD# 167498) is a financial advisory firm headquartered in Miami Beach, FL. They manage $281,018,378 in 212 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management281MILLION
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Total Number of Accounts212ACCOUNTS
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Average Account Value$1,325,558
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, TX, WA
Financial Advisors at Vesta Wealth Management, LLC
1
Daniele Ghiotti (CRD# 4780584) is an Investment Advisor Representative working at Vesta Wealth Management, LLC in Miami Beach, FL and has over 22 years of experience in the finance industry.
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