VESTA ADVISORS LLC
Legal name: VESTA ADVISORS
CRD #297420 SEC #801-113759 LOWER GWYNEDD, PA 267-300-4411
SEC Registered
Total AUM
--
Discretionary
--
Employees
3
Clients
--
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wyoming
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2020
- 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 |
|---|---|---|---|---|
| COLEMAN, JOSHUA, WILLIAM | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| COLEMAN, JOSHUA, WILLIAM | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| COLEMAN, JOSHUA, WILLIAM | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| COLEMAN, JOSHUA, WILLIAM | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| COLEMAN, JOSHUA, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MYERS, JOSHUA, JOHN | I | MANAGING PARTNER | NA | Control |
| VESTA CAPITAL LLC | DE | MEMBER | E | Control |
| VESTA CAPITAL LLC | DE | MEMBER | E | Control |
| VESTA CAPITAL LLC | DE | MEMBER | E | Control |
| VESTA CAPITAL LLC | DE | MEMBER | E | Control |
| VESTA FINANCIAL HOLDINGS | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| COLEMAN, JOSHUA, WILLIAM | I | JENNA K COLEMAN DYNASTY TRUST | E | Control |
| COLEMAN, JOSHUA, WILLIAM | I | JENNA K COLEMAN DYNASTY TRUST | E | Control |
| COLEMAN, JOSHUA, WILLIAM | I | JENNA K COLEMAN DYNASTY TRUST | E | Control |
| COLEMAN, JOSHUA, WILLIAM | I | JENNA K COLEMAN DYNASTY TRUST | E | Control |
| JENNA K COLEMAN DYNASTY TRUST | DE | VESTA HOLDINGS LLC | E | Control |
| JENNA K COLEMAN DYNASTY TRUST | DE | VESTA HOLDINGS LLC | E | Control |
| JENNA K COLEMAN DYNASTY TRUST | DE | VESTA HOLDINGS LLC | E | Control |
| JENNA K COLEMAN DYNASTY TRUST | DE | VESTA HOLDINGS LLC | E | Control |
| VESTA HOLDINGS LLC | DE | VESTA CAPITAL LLC | E | Control |
| VESTA HOLDINGS LLC | DE | VESTA CAPITAL LLC | E | Control |
| VESTA HOLDINGS LLC | DE | VESTA CAPITAL LLC | E | Control |
| VESTA HOLDINGS LLC | DE | VESTA CAPITAL LLC | E | Control |
| VESTA HOLDINGS LLC | DE | VESTA FINANCIAL HOLDINGS | E | Control |
Registrations
Federal
IA
Mar 28, 2020 REGISTERED
Notice Filings (2)
NY PA
Address
1600 N BETHLEHEM PIKE2ND FLOOR
LOWER GWYNEDD, PA 19002
United States
Phone: 267-300-4411