Vested Legacy Wealth Management, LP

Vested Legacy Wealth Management, LP (CRD# 174462) is a financial advisory firm headquartered in Houston, TX. They manage $29,308,117 in 75 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1155 Dairy Ashford, Ste 104, Houston, TX 77079
By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    75
    ACCOUNTS
  • Average Account Value
    $390,775
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Vested Legacy Wealth Management, LP
Showing 1 - 1 of 1 top financial advisors.
1
Stephen Mendel, financial advisor Houston TX
Stephen A. Mendel
CRD#: 4593474
1155 Dairy Ashford, Ste 104, Houston, TX 77079

Stephen Mendel (CRD# 4593474) is an Investment Advisor Representative working at Vested Legacy Wealth Management, LP in Houston, TX and has over 9 years 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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