V
$10.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
17 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-19-2010
- Office Locations
- 1
Office Locations
11111 Katy Freeway Suite 910 Houston TX
About Vestis Advisors, LLC
Vestis Advisors, LLC is a Houston-based RIA. The firm has been operating for 16 years. Managing $10.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley.
Team overview
-- AVG AGE
$10.8M AVG AUM / ADVISOR
$633.9K AVG AUM / CLIENT
14.9 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
J
JEFFREY WELDON IVY
Owner, PRINCIPAL
- CRD
- #4924749
- 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 | $0 | -- |
| Non-Discretionary | $10,775,674 | -- |
| Total | $10,775,674 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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