Vesta Wealth Management provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 26–50 clients last fiscal year.
Vesta Wealth Management reports 44 clients. They include 38 high-net-worth individuals and 6 individual clients. Of its assets, 58.6% ($195M across 149 accounts) are managed with discretion; $138M across 63 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 14% | <1% |
| High-net-worth individuals | 86% | 99% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 6 | $2.95M | 0.9% | $491K |
| High-net-worth individuals | 38 | $330M | 99.1% | $8.69M |
| Total | 44 | $333M | 100% | $7.58M |
- Clients
- 6
- Regulatory AUM
- $2.95M
- AUM share
- 0.9%
- Avg. per client
- $491K
- Clients
- 38
- Regulatory AUM
- $330M
- AUM share
- 99.1%
- Avg. per client
- $8.69M
Total
- Clients
- 44
- Regulatory AUM
- $333M
- AUM share
- 100%
- Avg. per client
- $7.58M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Vesta Wealth Management charges 0.20%–2.00% a year for its Investment Management and Wealth Management. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Stand-alone financial planning and consulting is negotiated as an hourly fee from $200 to $1,500, or a fixed fee from $10,000 to $50,000.
Daniele Ghiotti owns 75% or more of Vesta Wealth Management. The leadership team of Vesta Wealth Management includes President Daniele Ghiotti. It has 1 employee.
Leadership
- Daniele GhiottiPresident & Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
- Daniele Ghiotti
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- 1 insurance agent
- Owns 75% or more of Vesta Wealth Management, LLC
Daniele Ghiotti
Control person · since April 2013
Vesta Wealth Management’s regulatory assets grew 2.1× from $158M (March 2021) to $333M (March 2026); clients fell from 61 to 44 and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $333M | 44 | 1 | 1 |
| February 2025 | $303M | 38 | 1 | 1 |
| March 2024 | $281M | 53 | 1 | 1 |
| March 2023 | $268M | 43 | 1 | 1 |
| March 2022 | $290M | 37 | 1 | 1 |
| March 2021 | $158M | 61 | 1 | 1 |
Besides its headquarters, Vesta Wealth Management has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 1688 Meridian Avenue, 7th Floor, Suite 700, Miami BeachHQ
Contact and registration details
- Legal name
- Vesta Wealth Management, LLC
- Headquarters
- 1688 Meridian Avenue, 7th Floor, Suite 700, Miami Beach, FL 33139
- Website
- Not reported
- Phone
- 786-579-2519
- SEC file
- 801-113828
- Structure
- Florida LLC
- Fiscal year end
- December
Vesta Wealth Management does not have custody of client assets.
At year end, Vesta Wealth Management’s separately managed accounts were largely in funds (44%) and stocks (36%).
What the accounts hold
- Stocks36%
- Non-exchange-traded equities32%
- Exchange-traded equities4%
- Funds44%
- Bonds20%
- Investment grade corporate bonds11%
- State and local bonds8%
- U.S. government and agency bonds1%
How many clients does Vesta Wealth Management have?
Vesta Wealth Management has 44 clients and manages $333 million for them, as of March 2026. They include 38 high-net-worth individuals and 6 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Vesta Wealth Management offer?
Vesta Wealth Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Vesta Wealth Management charge?
Vesta Wealth Management charges 0.20%–2.00% a year for its Investment Management and Wealth Management. The fee is billed in advance and is negotiable.
How many financial advisors does Vesta Wealth Management have?
Vesta Wealth Management has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Vesta Wealth Management invest in?
At the end of its last fiscal year, Vesta Wealth Management’s separately managed accounts held 44% registered funds (mutual funds, ETFs, BDCs), 32% non-exchange-traded equities, 11% investment grade corporate bonds, 8% state and local bonds, 4% exchange-traded equities and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Vesta Wealth Management?
Vesta Wealth Management’s direct owner is Daniele Ghiotti (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Vesta Wealth Management get paid?
Vesta Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Vesta Wealth Management registered with the SEC?
Yes, Vesta Wealth Management has been registered with the SEC as an investment adviser since 13 August 2018. Its CRD number is 167498 and its SEC file number is 801-113828.
Source: Form ADV Part 1A, Item 1, filed 27 March 2026; IAPD firm record
How do I contact Vesta Wealth Management?
Vesta Wealth Management’s main office is at 1688 Meridian Avenue, 7th Floor, Suite 700, Miami Beach, FL 33139. Its phone number is 786-579-2519.