Vested Wealth
Firm details
- Headquarters
- Hallandale Beach, Florida
- CRD number
- 342286
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Vested Wealth is a Florida-registered limited liability company that provides fee-based financial planning and portfolio management services. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, and portfolio management for business or institutional clients. The firm bills clients via both percentage-of-assets and fixed-fee arrangements. The firm’s ownership is indicated as a combination of a domestic entity and an individual. The regulatory snapshot classifies the advisor as unclassified and notes it is not a multi-state adviser, not an active ESG investor, not a pension consultant, and not a capital allocator or related adviser. Publicly available data on client count, account mix, and assets under management is limited or not reported.
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
Location
Hallandale Beach, FL
Broward
Location
Hallandale Beach, FL
Headquartered in Hallandale Beach, 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
- 1010 S Federal Hwy
- Time zone
- ET (UTC-5)
- Office locations
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