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VESTA WEALTH MANAGEMENT, LLC
VESTA WEALTH MANAGEMENT, LLC
MIAMI BEACH, Florida
·
1 registered advisor
·
CRD# 167498
SEC# 801-113828
0
786-579-2519
01
Firm Overview
AUM
$281M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at VESTA WEALTH MANAGEMENT, LLC
1 registered advisor
Daniele Ghiotti
MIAMI BEACH, Florida
CRD# 4780584
05
Office Locations
MIAMI BEACH, Florida
1 advisor
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Data sourced from SEC Form ADV filings. VESTA WEALTH MANAGEMENT, LLC (CRD# 167498) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.