VEST FINANCIAL LLC
CRD #165976 SEC #801-77463 MCLEAN, VA 855-979-6060
SEC Registered Private Funds
Total AUM
$39.3B
Discretionary
$39.3B
Employees
43
Clients
--
Accounts
145
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $39.3B | $39.3B | $0 | 43 | 130 |
| Oct 2025 | $39.3B | $39.3B | $0 | 43 | 130 |
| Sep 2025 | $39.3B | $39.3B | $0 | 43 | 130 |
| May 2025 | $39.3B | $39.3B | $0 | 43 | 130 |
| Mar 2025 | $39.3B | $39.3B | $0 | 43 | 130 |
| Dec 2024 | $24.4B | $24.4B | $0 | 27 | 87 |
| Oct 2024 | $24.4B | $24.4B | $0 | 27 | 87 |
| Sep 2024 | $24.4B | $24.4B | $0 | 27 | 87 |
| Sep 2024 | $24.4B | $24.4B | $0 | 27 | 87 |
| Aug 2024 | $24.4B | $24.4B | $0 | 27 | 87 |
| Mar 2024 | $24.4B | $24.4B | $0 | 27 | 87 |
| Jan 2024 | $10.1B | $10.1B | $0 | 20 | 34 |
| Sep 2023 | $10.1B | $10.1B | $0 | 20 | 34 |
| Aug 2023 | $10.1B | $10.1B | $0 | 20 | 34 |
| Mar 2023 | $10.1B | $10.1B | $0 | 20 | 34 |
| Sep 2022 | $7.5B | $7.5B | $0 | 18 | 28 |
| Sep 2022 | $7.5B | $7.5B | $0 | 18 | 28 |
| Jun 2022 | $7.5B | $7.5B | $0 | 18 | 28 |
| Mar 2022 | $6B | $6B | $0 | 18 | 32 |
| Dec 2021 | $2.4B | $2.4B | $0 | 15 | 26 |
| Jun 2021 | $2.4B | $2.4B | $0 | 15 | 26 |
| Apr 2021 | $2.4B | $2.4B | $0 | 15 | 26 |
| Mar 2021 | $2.4B | $2.4B | $0 | 15 | 26 |
| Mar 2020 | $1.1B | $1.1B | $0 | 12 | 2 |
| Oct 2019 | $243.6M | $243.6M | $0 | 10 | 0 |
| Sep 2019 | $243.6M | $243.6M | $0 | 10 | 0 |
| Sep 2019 | $243.6M | $243.6M | $0 | 10 | 0 |
| Mar 2019 | $174.1M | $174.1M | $0 | 10 | 0 |
| Mar 2018 | $126.7M | $126.7M | $0 | 13 | 0 |
| Sep 2017 | $111.3M | $111.3M | $0 | 13 | 11 |
| Jun 2017 | $102M | $102M | $0 | 8 | 11 |
| Mar 2017 | $80.5M | $80.5M | $0 | 8 | 11 |
| Feb 2017 | $62.9M | $62.9M | $0 | 8 | 11 |
| Feb 2017 | $29.4M | $29.4M | $0 | 6 | 1 |
| Dec 2016 | $29.4M | $29.4M | $0 | 6 | 1 |
| Dec 2016 | $7.5M | $7.5M | $0 | 6 | 1 |
| Oct 2016 | $7.5M | $7.5M | $0 | 6 | 1 |
| Sep 2016 | $3.3M | $3.3M | $0 | 6 | 1 |
| Apr 2016 | $3.3M | $3.3M | $0 | 6 | 1 |
| Apr 2016 | $3.3M | $3.3M | $0 | 6 | 1 |
| Apr 2016 | $3.3M | $3.3M | $0 | 6 | 1 |
| Mar 2016 | $3.3M | $3.3M | $0 | 6 | 1 |
| Mar 2016 | $3.3M | $3.3M | $0 | 6 | 1 |
| Feb 2016 | $3.3M | $3.3M | $0 | 6 | 1 |
| Feb 2016 | $3.3M | $3.3M | $0 | 6 | 1 |
DateDec 2025
Total AUM$39.3B
Discretionary$39.3B
Non-Disc.$0
Employees43
Clients130
DateOct 2025
Total AUM$39.3B
Discretionary$39.3B
Non-Disc.$0
Employees43
Clients130
DateSep 2025
Total AUM$39.3B
Discretionary$39.3B
Non-Disc.$0
Employees43
Clients130
DateMay 2025
Total AUM$39.3B
Discretionary$39.3B
Non-Disc.$0
Employees43
Clients130
DateMar 2025
Total AUM$39.3B
Discretionary$39.3B
Non-Disc.$0
Employees43
Clients130
DateDec 2024
Total AUM$24.4B
Discretionary$24.4B
Non-Disc.$0
Employees27
Clients87
DateOct 2024
Total AUM$24.4B
Discretionary$24.4B
Non-Disc.$0
Employees27
Clients87
DateSep 2024
Total AUM$24.4B
Discretionary$24.4B
Non-Disc.$0
Employees27
Clients87
DateSep 2024
Total AUM$24.4B
Discretionary$24.4B
Non-Disc.$0
Employees27
Clients87
DateAug 2024
Total AUM$24.4B
Discretionary$24.4B
Non-Disc.$0
Employees27
Clients87
DateMar 2024
Total AUM$24.4B
Discretionary$24.4B
Non-Disc.$0
Employees27
Clients87
DateJan 2024
Total AUM$10.1B
Discretionary$10.1B
Non-Disc.$0
Employees20
Clients34
DateSep 2023
Total AUM$10.1B
Discretionary$10.1B
Non-Disc.$0
Employees20
Clients34
DateAug 2023
Total AUM$10.1B
Discretionary$10.1B
Non-Disc.$0
Employees20
Clients34
DateMar 2023
Total AUM$10.1B
Discretionary$10.1B
Non-Disc.$0
Employees20
Clients34
DateSep 2022
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$0
Employees18
Clients28
DateSep 2022
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$0
Employees18
Clients28
DateJun 2022
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$0
Employees18
Clients28
DateMar 2022
Total AUM$6B
Discretionary$6B
Non-Disc.$0
Employees18
Clients32
DateDec 2021
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees15
Clients26
DateJun 2021
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees15
Clients26
DateApr 2021
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees15
Clients26
DateMar 2021
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees15
Clients26
DateMar 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees12
Clients2
DateOct 2019
Total AUM$243.6M
Discretionary$243.6M
Non-Disc.$0
Employees10
Clients0
DateSep 2019
Total AUM$243.6M
Discretionary$243.6M
Non-Disc.$0
Employees10
Clients0
DateSep 2019
Total AUM$243.6M
Discretionary$243.6M
Non-Disc.$0
Employees10
Clients0
DateMar 2019
Total AUM$174.1M
Discretionary$174.1M
Non-Disc.$0
Employees10
Clients0
DateMar 2018
Total AUM$126.7M
Discretionary$126.7M
Non-Disc.$0
Employees13
Clients0
DateSep 2017
Total AUM$111.3M
Discretionary$111.3M
Non-Disc.$0
Employees13
Clients11
DateJun 2017
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees8
Clients11
DateMar 2017
Total AUM$80.5M
Discretionary$80.5M
Non-Disc.$0
Employees8
Clients11
DateFeb 2017
Total AUM$62.9M
Discretionary$62.9M
Non-Disc.$0
Employees8
Clients11
DateFeb 2017
Total AUM$29.4M
Discretionary$29.4M
Non-Disc.$0
Employees6
Clients1
DateDec 2016
Total AUM$29.4M
Discretionary$29.4M
Non-Disc.$0
Employees6
Clients1
DateDec 2016
Total AUM$7.5M
Discretionary$7.5M
Non-Disc.$0
Employees6
Clients1
DateOct 2016
Total AUM$7.5M
Discretionary$7.5M
Non-Disc.$0
Employees6
Clients1
DateSep 2016
Total AUM$3.3M
Discretionary$3.3M
Non-Disc.$0
Employees6
Clients1
DateApr 2016
Total AUM$3.3M
Discretionary$3.3M
Non-Disc.$0
Employees6
Clients1
DateApr 2016
Total AUM$3.3M
Discretionary$3.3M
Non-Disc.$0
Employees6
Clients1
DateApr 2016
Total AUM$3.3M
Discretionary$3.3M
Non-Disc.$0
Employees6
Clients1
DateMar 2016
Total AUM$3.3M
Discretionary$3.3M
Non-Disc.$0
Employees6
Clients1
DateMar 2016
Total AUM$3.3M
Discretionary$3.3M
Non-Disc.$0
Employees6
Clients1
DateFeb 2016
Total AUM$3.3M
Discretionary$3.3M
Non-Disc.$0
Employees6
Clients1
DateFeb 2016
Total AUM$3.3M
Discretionary$3.3M
Non-Disc.$0
Employees6
Clients1