Vega Financial LLC

Overview

Vega Financial LLC is an independent registered investment adviser operating as a limited liability company that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm charges a mix of percentage-of-assets fees and hourly fees and provides financial planning plus portfolio management for individuals/small businesses and for business or institutional clients. Vega Financial shows a clear allocation preference toward publicly traded equities — both individual stocks and exchange-traded funds — and manages client relationships on a discretionary basis. The adviser is not designated as an active ESG investor and is not identified as a multi-state or capital-allocating firm.

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Public Holdings

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Location & Offices