Vestis Advisors, LLC

Vestis Advisors, LLC (CRD# 152579) is a financial advisory firm headquartered in Houston, TX. They manage $6,135,208 in 33 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $185,915
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

TX

Financial Advisors at Vestis Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey W. Ivy
CRD#: 4924749
11111 Katy Freeway, Suite 910, Houston, TX 77079
96
Wealthminder
score

Jeffrey Ivy (CRD# 4924749) is an Investment Advisor Representative working at Vestis Advisors, LLC in Houston, TX and has over 13 years of experience in the finance industry. Jeffrey Ivy 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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