Key facts
- VEST FINANCIAL LLC is a other based in MCLEAN, VA.
- VEST FINANCIAL LLC reports $371.3M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 165976- Regulatory AUM
- $371.3M
- Private fund assets
- —
- Private funds
- —
- Staff
- 52
- Registered office
- MCLEAN, VA
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for VEST FINANCIAL LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is VEST FINANCIAL LLC's AUM?
- VEST FINANCIAL LLC manages approximately $371.3M in assets.