$400 Total AUM
$0 Disc. AUM
-87.1% 3Y CAGR
2 Employees
8 ADV. Clients
5 yrs Firm Age
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- Custodian
- Drivewealth
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-01-2021
- Office Locations
- 1
Office Locations
-- Delrey Beach FL
About Vest Wealth Inc.
Vest Wealth Inc. is a Delrey Beach-based RIA. The firm has been operating for 5 years. Managing $400 in total assets under management, with 1 advisory representatives. They custody assets with Drivewealth.
Team overview
-- AVG AGE
$400 AVG AUM / ADVISOR
$50 AVG AUM / CLIENT
2.9 yrs AVG TENURE
2 Employees
1 Advisory Reps
0 RIA Reps
5yrs Firm Age
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Client Personas
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Investment Themes
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Technology
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Owner & Executives
A
Aaron Polhamus
Chief Executive Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
S
Scott Michael Silver
Chief Compliance Officer
- CRD
- #2290261
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $400 | $100 |
| Total | $400 | $100 |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Total | Available | Available |
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