Vestra Us Wealth Management Ltd is a large advisory firm based in London. It manages $282.71 million of regulatory assets for 462 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of California, Connecticut, Delaware, and 8 other states.
Vestra Us Wealth Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Vestra Us Wealth Management Ltd is $282.71 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 842% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Vestra Us Wealth Management Ltd for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Paul David Nixon has been acting as President since 1 Jun 2012. Lgt Group Foundation joined the executive team most recently as the Shareholder.
The principal office where Vestra Us Wealth Management Ltd performs its advisory services is located at 14 Cornhill, London, Ec3 V 3 Nr, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number +44 203 207 8000 or by fax +44 203 207 8001. The normal business hours are 09:00 - 17:00 gmt on Monday - Friday. You can find more information about the New York firm at vestrawealth.com/.