# Vest Wealth Inc.

> Vest Wealth Inc. is an SEC-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 27, 2026.

- CRD: 316132
- Filed as: VEST WEALTH INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: August 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/316132
- AdvisorCensus page: https://advisorcensus.com/firm/vest-wealth-inc-316132

## Quick answers

**How is Vest Wealth Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Vest Wealth Inc. reports these compensation arrangements: fixed fees (other than subscription fees).

**Is Vest Wealth Inc. registered with the SEC or a state?**
Vest Wealth Inc. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 316132.

**How much does Vest Wealth Inc. manage?**
Vest Wealth Inc. reports $400 in regulatory assets under management in its Form ADV filing dated August 27, 2026 (0% discretionary).

**How have Vest Wealth Inc.'s assets and staff changed since 2022?**
In the Form ADV data for Vest Wealth Inc.: Regulatory assets under management: $0 in the October 2022 data and $400 in the October 2026 data. Total employees: 2 in October 2022 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Vest Wealth Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4).

**Does Vest Wealth Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/316132

**Does Vest Wealth Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated August 27, 2026 says: "Clients are required to deposit a minimum of $10 to open an account and must maintain a minimum balance of $10."

**What changed in Vest Wealth Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $0 to $400.

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 27, 2026)

- Account minimum: $10

> Clients are required to deposit a minimum of $10 to open an account and must maintain a minimum balance of $10.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $400
- Discretionary: $0
- Non-discretionary: $400

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $400 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2021 (4 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- vest.investments

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $0 | 2 | May 6, 2022 |
| October 2023 | $158,227 | 2 | March 30, 2023 |
| October 2024 | $0 | 2 | September 24, 2024 |
| October 2025 | $0 | 2 | March 28, 2025 |
| October 2026 | $400 | 2 | August 27, 2026 |

Regulatory assets under management: $0 in the October 2022 data and $400 in the October 2026 data.
Total employees: 2 in October 2022 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $0 to $400.

### January 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vest Wealth Inc. (CRD 316132): Form ADV filing data as of October 2026.