Vest Wealth Inc.
Firm details
- Headquarters
- ,
- CRD number
- 316132
- Registered since
- December 9, 2021
- Website
- www.mivest.io
- Fee structure
- Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Vest Wealth Inc. is a small, non-independent retail registered investment adviser that registered with the SEC in 2021. The firm serves individual and family clients, with a stated advisory focus on portfolio management for individuals and small businesses. Its ownership structure is listed as a mix of a foreign entity and an individual, and it operates under a fixed-fee pricing model. Vest Wealth maintains a broker-dealer affiliation and does not identify as an active ESG investor, pension consultant, multi-state adviser, or capital allocator.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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