CRD: 167498
Vesta Wealth Management, LLC
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-30-2013
- Office Locations
- 1
Office Locations
About Vesta Wealth Management, LLC
Vesta Wealth Management, LLC is a retail RIA serving entrepreneurs with financial and wealth planning, including tax and estate planning, charitable giving, and insurance/life insurance guidance. The firm emphasizes asset-allocation portfolios using ETFs, mutual funds, and fixed income, with access to alternatives such as private equity, hedge funds, and real estate. Client access is via an eMoney portal; Schwab is a key custodian.
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Owner & Executives
DANIELE GHIOTTI
Chief Compliance Officer, President, Wealth Advisor
- CRD
- #4780584
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $195,378,427 | $1,311,265 |
| Non-Discretionary | $137,953,767 | $2,189,742 |
| Total | $333,332,194 | $1,572,322 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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