Vest Wealth Inc.

Overview

Vest Wealth Inc. is a corporation operating as a non-independent retail registered investment adviser. The firm is SEC-registered (since 2021) and reports an owner structure that includes a foreign entity and an individual. Its stated client focus is individuals and families, with advisory activity centered on portfolio management for individuals and small businesses. Vest Wealth charges fees as a percentage of assets under management and reports an affiliation with a broker-dealer. The firm does not identify itself as an active ESG investor and is not flagged as a multi-state adviser.

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Location & Offices