VESTED
Firm details
- Headquarters
- WESTON, Florida
- CRD number
- 305863
- Registered since
- May 6, 2021
- Website
- vested.co
Firm profile
FINTRXOverview
Vested is organized as a limited liability company that registered with the SEC in 2021. The firm is classified as unclassified in the snapshot data and is owned by a combination of a domestic entity and an individual. Vested is not represented as a capital allocator or an active ESG investor and is not identified as a multi-state adviser. The firm’s reported industry roles include broker‑dealer activity, acting as an investment adviser, and serving as sponsor and general partner or managing member of pooled investment vehicles. Taken together, the profile indicates Vested’s primary activity is operating and managing private pooled funds rather than running a retail advisory practice.
Assets & Accounts
Investments & Alternatives
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 1DAVID THORNTON
Co-Founder, CEO and CIOCRD 5291429
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WESTON, FL
BROWARD
Location
WESTON, FL
Headquartered in WESTON, 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
- BROWARD
- Address
- 1304 Chenille Cir
- Time zone
- ET (UTC-5)
- Office locations
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