Dakota
Dakota
Book a Demo
Talk to an Expert

Vesta Wealth

EST. AUM
$333,332,194

CONTACTS
4

CLIENT ACCOUNTS
212

Firm Details

Metro area Calgary
CRD Number 167498
Website vestawealth.partners
Client types

Overview

Vesta Wealth Partners is an SEC-registered investment advisor and multi-family office that provides a diverse range of investment solutions, including active, passive, factor-based, and alternative strategies. The firm collaborates closely with a select group of client families to achieve their objectives in constructing optimal after-tax, risk-adjusted investment portfolios. Vesta Wealth Partners operates as an Outsourced Chief Investment Officer (OCIO), offering varying levels of discretion from partial to full management of client portfolios.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy