VESTED

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WESTON, Florida
CRD number
305863
Registered since
May 6, 2021
Website
vested.co

Firm profile

FINTRX

Overview

Vested is organized as a limited liability company that registered with the SEC in 2021. The firm is classified as unclassified in the snapshot data and is owned by a combination of a domestic entity and an individual. Vested is not represented as a capital allocator or an active ESG investor and is not identified as a multi-state adviser. The firm’s reported industry roles include broker‑dealer activity, acting as an investment adviser, and serving as sponsor and general partner or managing member of pooled investment vehicles. Taken together, the profile indicates Vested’s primary activity is operating and managing private pooled funds rather than running a retail advisory practice.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • DAVID THORNTON

    Co-Founder, CEO and CIOCRD 5291429

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WESTON, FL

BROWARD

Location

WESTON, FL

Headquartered in WESTON, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
BROWARD
Address
1304 Chenille Cir
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth