Vestie, Inc.
● SEC registered since 2026CRD 338938SEC# 801-134834Dallas, TX
Reg. AUM
$125
Employees
1
Accounts
2
Location
Dallas, TX
Vestie, Inc. assets under management
Vestie, Inc. operates as an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2026. It reports $125 in regulatory assets under management and employs 1 people.
Vestie, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dana Lorraine Bentz Control | Ceo And Cco | Over 75% | 2025 |
Frequently asked questions
How much does Vestie, Inc. manage?
Vestie, Inc. reports $125 in regulatory assets under management on its Form ADV.
How many employees does Vestie, Inc. have?
Vestie, Inc. reports 1 employees.
Where is Vestie, Inc. located?
Vestie, Inc. is based in Dallas, TX and has been SEC-registered since 2026.
Does Vestie, Inc. disclose fund performance?
Vestie, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1920 McKinney Ave, 7th Floor, Dallas, TX 75201 |
| Phone | 903-910-3003 |
| Office hours | 9a.m. - 5p.m. Et |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,306 advisers
EmployeesTop 94%
More than 6% of 16,824 advisers
Assets under management
$125regulatory AUM
Discretionary $125