VESTIS ADVISORS, LLC

Overview

Vestis Advisors, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm bills primarily as a percentage of assets under management and also uses hourly fees for some work. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers, which suggests a willingness to place clients into third‑party money managers or model strategies. Vestis identifies as a capital allocator but is not registered as a multi‑state or pension consultant adviser and is not described as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives