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- Custodian
- Altruist · Betterment · Charles Schwab & Company · LPL Financial · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-08-2015
- Office Locations
- 1
Office Locations
About Vested Partners: A Multi-Family Office
Vested Partners is a Salem, VA multi-family office serving families with integrated legal and financial advice under one roof. The husband-and-wife team provides estate planning and financial planning, including retirement analysis, account consolidation, elder law/Medicaid planning, and fiduciary support for aging-family decisions. Their portfolio approach includes ETF and public-fund implementation, with CFP and NAELA-affiliated expertise.
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Owner & Executives
DAVID WAYNE ELLIS
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #4155797
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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DAVID WAYNE ELLIS
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #4155797
Rose Funkhouser
--
- CRD
- #8141989
Showing 2 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $95,033,077 | -- |
| Non-Discretionary | $0 | -- |
| Total | $95,033,077 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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