VESTA WEALTH MANAGEMENT, LLC
CRD #167498 SEC #801-113828 MIAMI BEACH, FL 786-579-2519
SEC Registered
Total AUM
$302.5M
Discretionary
$174.1M
Employees
1
Clients
26
Accounts
222
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $302.5M | $174.1M | $128.4M | 1 | 0 |
| Mar 2024 | $281M | $155.6M | $125.5M | 1 | 0 |
| Mar 2023 | $267.6M | $140.3M | $127.3M | 1 | 0 |
| Jan 2023 | $289.6M | $157.4M | $132.3M | 1 | 0 |
| Sep 2022 | $289.6M | $157.4M | $132.3M | 1 | 0 |
| Mar 2022 | $289.6M | $157.4M | $132.3M | 1 | 0 |
| Mar 2021 | $157.9M | $131.6M | $26.4M | 1 | 0 |
| Jun 2020 | $137.4M | $113.4M | $23.9M | 1 | 0 |
| Mar 2020 | $137.4M | $113.4M | $23.9M | 1 | 0 |
| Oct 2019 | $115.2M | $100.9M | $14.3M | 1 | 0 |
| Mar 2019 | $115.2M | $100.9M | $14.3M | 1 | 0 |
| Jul 2018 | $117.5M | $95.6M | $21.9M | 1 | 0 |
| Dec 2013 | $83.7M | $83.7M | $0 | 5 | 26 |
| Dec 2013 | $83.7M | $83.7M | $0 | 5 | 26 |
| May 2013 | $0 | $0 | $0 | 5 | 0 |
| Apr 2013 | $0 | $0 | $0 | 5 | 0 |
DateFeb 2025
Total AUM$302.5M
Discretionary$174.1M
Non-Disc.$128.4M
Employees1
Clients0
DateMar 2024
Total AUM$281M
Discretionary$155.6M
Non-Disc.$125.5M
Employees1
Clients0
DateMar 2023
Total AUM$267.6M
Discretionary$140.3M
Non-Disc.$127.3M
Employees1
Clients0
DateJan 2023
Total AUM$289.6M
Discretionary$157.4M
Non-Disc.$132.3M
Employees1
Clients0
DateSep 2022
Total AUM$289.6M
Discretionary$157.4M
Non-Disc.$132.3M
Employees1
Clients0
DateMar 2022
Total AUM$289.6M
Discretionary$157.4M
Non-Disc.$132.3M
Employees1
Clients0
DateMar 2021
Total AUM$157.9M
Discretionary$131.6M
Non-Disc.$26.4M
Employees1
Clients0
DateJun 2020
Total AUM$137.4M
Discretionary$113.4M
Non-Disc.$23.9M
Employees1
Clients0
DateMar 2020
Total AUM$137.4M
Discretionary$113.4M
Non-Disc.$23.9M
Employees1
Clients0
DateOct 2019
Total AUM$115.2M
Discretionary$100.9M
Non-Disc.$14.3M
Employees1
Clients0
DateMar 2019
Total AUM$115.2M
Discretionary$100.9M
Non-Disc.$14.3M
Employees1
Clients0
DateJul 2018
Total AUM$117.5M
Discretionary$95.6M
Non-Disc.$21.9M
Employees1
Clients0
DateDec 2013
Total AUM$83.7M
Discretionary$83.7M
Non-Disc.$0
Employees5
Clients26
DateDec 2013
Total AUM$83.7M
Discretionary$83.7M
Non-Disc.$0
Employees5
Clients26
DateMay 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateApr 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0