Vestra Advisors, LLC
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 327907
- Registered since
- February 27, 2024
Firm profile
FINTRXOverview
Vestra Advisors, LLC is organized as a limited liability company and is listed as SEC-registered in 2024. FINTRX classifies the firm as an investment bank rather than a capital allocator or registered multi-state adviser. The record indicates ownership tied to a domestic entity and an individual. The firm is not flagged as an active ESG investor, a pension consultant, or a related adviser in the FINTRX snapshot.
Assets & Accounts
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
Owners & executives
1 of 1William Portwood
CFOCRD 4853700
Contacts
3 of 10
Joseph Messina
RepresentativeCRD 2868305
Ian Johnson
AnalystCRD 7687159
Ayush Walia
RepresentativeCRD 7941765
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, 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
- Miami Dade
- Address
- 5201 Blue Lagoon Dr
- Time zone
- ET (UTC-5)
- Office locations
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