Vested Legacy Wealth Management, LP

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

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
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.


Financial Advisors at Vested Legacy Wealth Management, LP
Showing 1 - 1 of 1 top financial advisors.
Stephen A. Mendel
CRD#: 4593474
1400 Broadfield Blvd., Ste 200, Houston, TX 77084

Stephen Mendel (CRD# 4593474) is an Investment Advisor Representative working at Vested Legacy Wealth Management, LP in Houston, TX and has over 3 years of experience in the finance industry.

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