VESTWYZE, LLC

RIASEC Registered

Total AUM

$9.3M

Discretionary

$0

0% of AUM

Avg account

$75.2K

Accounts

124

Employees

2

Advisory reps

2

Firm details

Headquarters: ORLANDO, Florida
CRD number: 289127
Custodians: SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Vestwyze, LLC is an independently owned advisory firm organized as a limited liability company that focuses on individual and family clients. The firm offers financial planning together with portfolio management for individuals, small businesses and institutional/business clients. Its billing mixes percentage-of-AUM, fixed fees and other arrangements. Vestwyze reports an affiliation with an insurance company and does not identify itself as an active ESG investor or as a capital allocator to external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds75%
Exchange Traded Equities13%
Cash & Cash Equivalents11%
Non-Exchange Traded Equities1%

Contacts

2 of 2

JOHNNIE HALL
Managing PartnerCRD 4874294
KIMBERLY SAUNDERS
Managing PartnerCRD 5848080

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

ORLANDO, FL

ORANGE

Location

ORLANDO, FL

Headquartered in ORLANDO, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area: Orlando-Lakeland-Deltona, FL
Region: South
County: ORANGE
Address: 618 E South St
Time zone: ET (UTC-5)
Office locations

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