Fee-only adviser · Miami Beach, FL
Vesta Wealth Management, LLC
Vesta Wealth Management, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Miami Beach, Florida. On its latest Form ADV, filed March 27, 2026, it reports $333M in regulatory assets under management, 44 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 167498 · SEC file 801-113828 |
| Office | 1688 Meridian Avenue 7th Floor, Suite 700 Miami Beach, FL 33139 |
| Phone | (786) 579-2519 |
| Website | www.vestawealth.com |
| Regulatory assets under management | $333M ($195M discretionary) |
| Individual clients | 6 non-high-net-worth, 38 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 27, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Miami Beach
- Rose Capital Advisors, LLC $608M
- Dhody Investment Group $341M
- Expat Financial Solutions $12M
- Thomas J. Herzfeld Advisors, Inc. $1.3B
- Fierce Financial Group LLC $40M
- Third Eye Capital Management, LLC $291M
See all 9 fee-only advisers in Miami Beach →
Nearby
- Miami 107 firms
- Key Biscayne 1 firm
- North Bay Village 1 firm
- Miami Shores 1 firm
- Coconut Grove 2 firms
- Coral Gables 39 firms
- North Miami 2 firms
- South Miami 2 firms
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