V
$125 Total AUM
$125 Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
1 yrs Firm Age
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- Custodian
- Alpaca
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-2025
- Office Locations
- 1
Office Locations
1920 Mckinney AVE, 7TH Floor Dallas TX
About Vestie
Vestie is a Dallas-based RIA. The firm has been operating for 1 years. Managing $125 in total assets under management, with 1 advisory representatives. They custody assets with Alpaca.
Team overview
-- AVG AGE
$125 AVG AUM / ADVISOR
$31 AVG AUM / CLIENT
1.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Services
Available
Owner & Executives
D
Dana Lorraine Bentz
Chief Compliance Officer, Chief Executive Officer
- CRD
- --
- 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 | $125 | -- |
| Non-Discretionary | $0 | -- |
| Total | $125 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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