$1.6M Total AUM
$1.6M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
9 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-24-2017
- Office Locations
- 1
Office Locations
-- Brookline MA
About Vesta Investment Advisors, LLC
Vesta Wealth Advisors is a women-led financial planning and investment advisory firm focused on inclusive, tailored guidance for individuals and families seeking long-term financial well-being. The team provides ongoing advice, portfolio construction, and asset allocation, including ETF-based strategies, with an emphasis on transparency and respect.
Team overview
-- AVG AGE
$1.6M AVG AUM / ADVISOR
$330.0K AVG AUM / CLIENT
9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Accredited Investors
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
B
BING LU
Chief Compliance Officer, Chief Executive Officer
- CRD
- #2683379
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,650,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,650,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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