OJEDA PARTNERS LLC
Legal name: VESTED WEALTH ADVISORS
CRD #155491 SEC #801-71941 PORTLAND, OR 888-492-4570
SEC Registered
Total AUM
$14.2M
Discretionary
$0
Employees
1
Clients
11
Accounts
38
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2012 | $14.2M | $0 | $14.2M | 1 | 11 |
| Sep 2012 | $14.2M | $0 | $14.2M | 1 | 11 |
| Mar 2011 | $10.8M | $0 | $10.8M | 5 | -- |
| Oct 2010 | $26M | $5M | $21M | 5 | -- |
DateOct 2012
Total AUM$14.2M
Discretionary$0
Non-Disc.$14.2M
Employees1
Clients11
DateSep 2012
Total AUM$14.2M
Discretionary$0
Non-Disc.$14.2M
Employees1
Clients11
DateMar 2011
Total AUM$10.8M
Discretionary$0
Non-Disc.$10.8M
Employees5
Clients--
DateOct 2010
Total AUM$26M
Discretionary$5M
Non-Disc.$21M
Employees5
Clients--