# Vestted Wealth Advisors

> Vestted Wealth Advisors is a state-registered investment advisory firm in Dallas, TX, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 24, 2026.

- CRD: 339140
- Filed as: VESTTED WEALTH ADVISORS
- Legal name: Vestted, LLC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: June 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/339140
- AdvisorCensus page: https://advisorcensus.com/firm/vestted-wealth-advisors-dallas-tx-339140

## Quick answers

**How is Vestted Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Vestted Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Vestted Wealth Advisors located?**
Vestted Wealth Advisors' principal office is in Dallas, TX, according to its Form ADV.

**Is Vestted Wealth Advisors registered with the SEC or a state?**
Vestted Wealth Advisors is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 339140.

**How much does Vestted Wealth Advisors manage?**
Vestted Wealth Advisors reports $0 in regulatory assets under management in its Form ADV filing dated June 24, 2026.

**Does Vestted Wealth Advisors 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/339140

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
| High net worth individuals | Fewer than 5 | $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) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |
| Other | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- vestted.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vestted Wealth Advisors (CRD 339140): Form ADV filing data as of October 2026.