VESTO ADVISORS, LLC
CRD #324487 SEC #801-127539 NEW YORK, NY 856-219-4026
SEC Registered
Total AUM
$65.4M
Discretionary
$65.4M
Employees
3
Clients
--
Accounts
123
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $65.4M | $65.4M | $0 | 3 | 71 |
| Nov 2024 | $80M | $80M | $0 | 4 | 55 |
| Aug 2024 | $80M | $80M | $0 | 4 | 55 |
| Jul 2024 | $80M | $80M | $0 | 4 | 55 |
| Mar 2024 | $80M | $80M | $0 | 4 | 55 |
| Nov 2023 | $43.6M | $43.6M | $0 | 3 | 0 |
| Sep 2023 | $43.6M | $43.6M | $0 | 3 | 0 |
| Sep 2023 | $43.6M | $43.6M | $0 | 3 | 0 |
| Apr 2023 | $43.6M | $43.6M | $0 | 3 | 0 |
| Feb 2023 | $43.6M | $43.6M | $0 | 3 | 0 |
DateMar 2025
Total AUM$65.4M
Discretionary$65.4M
Non-Disc.$0
Employees3
Clients71
DateNov 2024
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees4
Clients55
DateAug 2024
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees4
Clients55
DateJul 2024
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees4
Clients55
DateMar 2024
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees4
Clients55
DateNov 2023
Total AUM$43.6M
Discretionary$43.6M
Non-Disc.$0
Employees3
Clients0
DateSep 2023
Total AUM$43.6M
Discretionary$43.6M
Non-Disc.$0
Employees3
Clients0
DateSep 2023
Total AUM$43.6M
Discretionary$43.6M
Non-Disc.$0
Employees3
Clients0
DateApr 2023
Total AUM$43.6M
Discretionary$43.6M
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$43.6M
Discretionary$43.6M
Non-Disc.$0
Employees3
Clients0