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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 7, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BROWN, SCOTT, MICHAEL | I | MANAGER / CHIEF COMPLIANCE OFFICER | NA | Control |
| GHIOTTI, DANIELE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| GHIOTTI, DANIELE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| GHIOTTI, DANIELE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| GHIOTTI, DANIELE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| GHIOTTI, DANIELE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| GHIOTTI, DANIELE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| GHIOTTI, DANIELE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| GHIOTTI, DANIELE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| GHIOTTI, DANIELE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| GHIOTTI, DANIELE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| GHIOTTI, DANIELE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| GHIOTTI, DANIELE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| GHIOTTI, DANIELE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| GHIOTTI, DANIELE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| GHIOTTI, DANIELE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| INTERIM HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Feb 7, 2025 REGISTERED
Notice Filings (6)
AZ CA FL NY TX WA
Address
1688 MERIDIAN AVENUE7TH FLOOR, SUITE 700
MIAMI BEACH, FL 33139
United States
Phone: 786-579-2519