Vestie
RIASEC RegisteredEst. 2026
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 338938
- Registered since
- March 4, 2026
- Fee structure
- Fixed Fees
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Vestie is a newly formed corporation focused on providing portfolio management services primarily for individuals and small businesses. The firm operates under a fixed fee structure, which allows for straightforward pricing for its clients. Although it is not classified as an ESG investor, Vestie aims to cater to a diverse client base, emphasizing personalized investment strategies tailored to individual needs.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Dana Bentz
FounderCRD 8169304
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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