# Vested

> Vested is an exempt reporting adviser in Weston, FL, filing reports since 2021. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 305863
- Filed as: VESTED
- Legal name: Vested Investment Management, LLC
- Reporting status: Exempt reporting adviser (status as filed: ERA - Active)
- Location: Weston, FL
- Filing period: October 2026
- Form ADV filing dated: July 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/305863
- AdvisorCensus page: https://advisorcensus.com/firm/vested-weston-fl-305863

## Quick answers

**Where is Vested located?**
Vested's principal office is in Weston, FL, according to its Form ADV.

**How does Vested report to regulators?**
Vested is an exempt reporting adviser, filing reports since 2021. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 305863.

**Does Vested 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/305863

## From the Form ADV filing

### Firm details
- Reporting since: 2021 (5 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- vested.co
- Facebook @vested.co
- LinkedIn @vested-inc
- X @VestedCo

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | May 10, 2021 |
| October 2022 | Not reported | Not reported | September 9, 2022 |
| October 2023 | Not reported | Not reported | August 9, 2023 |
| October 2024 | Not reported | Not reported | March 15, 2024 |
| October 2025 | Not reported | Not reported | March 27, 2025 |
| October 2026 | Not reported | Not reported | July 9, 2026 |


## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vested (CRD 305863): Form ADV filing data as of October 2026.