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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 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 |
|---|---|---|---|---|
| DOEPFNER, BENJAMIN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DOEPFNER, BENJAMIN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DOEPFNER, BENJAMIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOEPFNER, BENJAMIN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DOEPFNER, BENJAMIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOEPFNER, BENJAMIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOEPFNER, BENJAMIN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DOEPFNER, BENJAMIN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DOEPFNER, BENJAMIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOEPFNER, BENJAMIN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DOEPFNER, BENJAMIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOEPFNER, BENJAMIN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DOEPFNER, BENJAMIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOEPFNER, BENJAMIN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DOEPFNER, BENJAMIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOEPFNER, BENJAMIN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DOEPFNER, BENJAMIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOEPFNER, BENJAMIN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DOEPFNER, BENJAMIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OWEN, ROBERT, JON HURRELL | I | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| VESTO FINANCIAL, INC. | DE | OWNER | E | Control |
| VESTO FINANCIAL, INC. | DE | OWNER | E | Control |
| VESTO FINANCIAL, INC. | DE | OWNER | E | Control |
| VESTO FINANCIAL, INC. | DE | OWNER | E | Control |
| VESTO FINANCIAL, INC. | DE | OWNER | E | Control |
| VESTO FINANCIAL, INC. | DE | OWNER | E | Control |
| VESTO TECHNOLOGIES INC. | DE | OWNER | E | Control |
| VESTO TECHNOLOGIES INC. | DE | OWNER | E | Control |
| VESTO TECHNOLOGIES INC. | DE | OWNER | E | Control |
| VESTO TECHNOLOGIES INC. | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| OWEN, ROBERT, JON HURRELL | I | VESTO FINANCIAL, INC. | F | Control |
| DOEPFNER, BENJAMIN | I | VESTO FINANCIAL, INC. | E | Control |
| DOEPFNER, BENJAMIN | I | VESTO FINANCIAL, INC. | E | Control |
| DOEPFNER, BENJAMIN | I | VESTO FINANCIAL, INC. | E | Control |
| DOEPFNER, BENJAMIN | I | VESTO FINANCIAL, INC. | E | Control |
| DOEPFNER, BENJAMIN | I | VESTO FINANCIAL, INC. | E | Control |
| DOEPFNER, BENJAMIN | I | VESTO TECHNOLOGIES INC. | E | Control |
| DOEPFNER, BENJAMIN | I | VESTO TECHNOLOGIES INC. | E | Control |
| DOEPFNER, BENJAMIN | I | VESTO TECHNOLOGIES INC. | E | Control |
| DOEPFNER, BENJAMIN | I | VESTO FINANCIAL, INC. | E | Control |
Registrations
Federal
IA
Mar 25, 2025 REGISTERED
Notice Filings (4)
CA DE NY TX
Address
205 HUDSON ST.7TH FLOOR
NEW YORK, NY 10013
United States
Phone: 856-219-4026