Vestie

Overview

Vestie is an independent registered investment adviser organized as a corporation and owned by an individual. The firm identifies its client focus as individuals and families and provides portfolio management services for individuals and small businesses. According to the filing data, Vestie uses a fixed-fee compensation model and does not position itself as a capital allocator. The firm is not flagged as an active ESG investor, is not a multistate adviser, and the filing indicates it is not part of a related-adviser structure. The SEC registration date shown is 2026; the filing also records that Vestie is not a newly formed adviser. The adviser does not list pension consulting among its activities.

Assets & Accounts

Investments & Alternatives

Location & Offices