Vest Wealth Inc.

Overview

Vest Wealth Inc. is a small SEC-registered corporate investment adviser (registered in 2021) that provides portfolio management services for individuals and small businesses. The firm charges a percentage-of-AUM fee and lists its client base as individual and family clients. Its ADV shows a broker-dealer affiliation and it does not identify itself as an active ESG investor, multi-state adviser, pension consultant, or capital allocator. Ownership is reported as a combination of a foreign entity and an individual. The firm’s filings indicate a conservative operating profile: cash and cash equivalents are the most-used asset type, and advisory activity is focused on direct portfolio management rather than institutional or pension consulting. Given the reported client and account counts, Vest Wealth appears to operate at a very small scale and likely relies on external partnerships for access to specialized strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices