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- Custodian
- SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-25-2017
- Office Locations
- 1
Office Locations
About Vestwyze, LLC
VestWyze is an Orlando, FL-based advisory firm providing personalized financial planning and investment management, with an emphasis on retirement readiness and keeping plans aligned as life changes. Led by managing partners John W. Hall III and CFP® Kimberly Saunders, the firm highlights transparent, easy-to-understand advice and stays focused on market trends; custody includes SEI.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOHNNIE WILLIE HALL III
Chief Compliance Officer, Investment Advisor, MANAGING DIRECTOR
- CRD
- #4874294
- Ownership
- 75% or more
KIMBERLY ELAINE SAUNDERS
CERTIFIED FINANCIAL PLANNER, Managing Partner, Partner
- CRD
- #5848080
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $9,329,101 | -- |
| Total | $9,329,101 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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