# Medvest Wealth Management, LLC

> Medvest Wealth Management, LLC is a state-registered investment advisory firm, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.

- CRD: 322662
- Filed as: MEDVEST WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Wisconsin
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/322662
- AdvisorCensus page: https://advisorcensus.com/firm/medvest-wealth-management-llc-322662

## Quick answers

**How is Medvest Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Medvest Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Is Medvest Wealth Management, LLC registered with the SEC or a state?**
Medvest Wealth Management, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 322662.

**How much does Medvest Wealth Management, LLC manage?**
Medvest Wealth Management, LLC reports $0 in regulatory assets under management in its Form ADV filing dated February 18, 2026.

**Does Medvest Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/322662

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- medvestwealth.com
- Instagram @medvestwealth
- LinkedIn linkedin.com
- X @medvestwealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Medvest Wealth Management, LLC (CRD 322662): Form ADV filing data as of October 2026.