Investment adviser · CRD 297420
VESTA ADVISORS
Investment adviser filing (IA)
VESTA ADVISORS LLC
LOWER GWYNEDD, PA, United States · Form ADV filed Mar 28, 2020
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | Fewer than 5 | $0 | Not reported |
Filing source
Form ADV 1404524 · Mar 28, 2020 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 28, 2020. View historical filings
Reported services
Not reported in these imported fields
Compensation
Percentage of assets
Principal office
1600 N BETHLEHEM PIKE, 2ND FLOORLOWER GWYNEDD, PA, 19002, United States
CRD 297420
Filing source
Form ADV 1404524 · Mar 28, 2020 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.