Investment adviser · CRD 338938
VESTIE
Investment adviser filing (IA)
VESTIE, INC.
DALLAS, TX, United States · Form ADV filed Jul 2, 2026
- Regulatory AUM
- $125 Form ADV · Item 5.F
- Client accounts
- 2 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
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 |
|---|---|---|---|
| Individuals | Fewer than 5 | $125 | 100.0% |
Filing source
Form ADV 2117266 · Jul 2, 2026 · 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: Jul 2, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Fixed
Principal office
1920 MCKINNEY AVE, 7TH FLOORDALLAS, TX, 75201, United States
CRD 338938
Filing source
Form ADV 2117266 · Jul 2, 2026 · 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.