Vestie: new SEC registration, Dallas, TX
Vestie (Dallas, Texas): new SEC registration, Dallas, TX. Dated 246 days ago, it serves as a historical benchmark. Score 30/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Free preview: all 11 published fields of this record are shown below. Locked: 85 related TX NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Vestie |
| Legal name | Vestie, INC. |
| CRD | 338938 |
| Status | Approved |
| Registered with the SEC | 2026-03-04 |
| Latest Form ADV filing | 2026-07-02 |
| Location | Dallas, TX, United States |
| Regulatory AUM | $125 |
| Accounts | 2 |
| Employees | 1 |
| Website | https://www.youtube.com/@getvestie |
| Peer records CSV (86 TX records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-03-04
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Vestie and 86 Texas peers
- Texas NewRiaPulse records like this one: 86
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Texas peer: $17,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
30 / 100 Score
- Website on file.
What is the NewRiaPulse record for Vestie in Dallas, Texas?
Vestie received SEC registration as an investment adviser (2026-03-04) with $125 in regulatory assets under management, based in Dallas, TX.
How does Vestie compare to other Texas NewRiaPulse records?
It is 246 days old; check the official source for later updates before acting. Its Score of 30/100 is modest; treat it as background rather than a priority.
Vestie vs. top 3 peers
| Organization | Location | Record date |
|---|---|---|
| Vestie | Dallas, TX | 2026-03-04 |
| Wells Capital Advisors LLC | Las Vegas, NV | 2026-10-01 |
| Nextreg Advisors LLC | Miami, FL | 2026-10-01 |
| Everoak Wealth Co | Colorado Springs, CO | 2026-10-01 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.