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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

VESTA ADVISORS

VESTA ADVISORS LLC, CRD 297420

LOWER GWYNEDD, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:77d2a5ac-dd51-c554-3ed3-29944f021dea

Data as of Mar 28, 2020 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jun 29, 2018 to Mar 28, 2020
5 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
SEC number: 801-113759
CRD: 297420
Filings on the tape: 5
First filed: Jun 29, 2018
Latest filed: Mar 28, 2020
Organised: Limited Liability Company, Wyoming

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
COLEMAN, JOSHUA, WILLIAM	CHIEF COMPLIANCE OFFICER	Na	yes	05/2018	Jun 29, 2018	Mar 28, 2020
MYERS, JOSHUA, JOHN	MANAGING PARTNER	Na	yes	07/2019	Mar 28, 2020	Mar 28, 2020
VESTA FINANCIAL HOLDINGS	Member	E	yes	12/2019	Mar 28, 2020	Mar 28, 2020
VESTA HOLDINGS LLC	Member	E	yes	05/2018	Jun 29, 2018	Mar 28, 2020

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MOMENTUM ADVANCED PLANNING LLC	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2019	Mar 28, 2020	n/a	n/a	3	3	0	n/a	n/a
2018	Mar 27, 2019	$247M	$0	5	3	1	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2019	n/a	$247M	n/a	n/a	n/a	3	5	0	1

Relationships

Controls (4)

← COLEMAN, JOSHUA, WILLIAMOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 29, 2018 to presentfactForm ADV
← MYERS, JOSHUA, JOHNOwnerMANAGING PARTNER, ownership code NA, individual
Mar 28, 2020 to presentfactForm ADV
← VESTA FINANCIAL HOLDINGSOwnerMEMBER, ownership code E, domestic entity
Mar 28, 2020 to presentfactForm ADV
← VESTA HOLDINGS LLCOwnerMEMBER, ownership code E, domestic entity
Jun 29, 2018 to presentfactForm ADV

Dated events

Occurred
Mar 28, 2020
Control person joined
John Joshua Myers (Managing Partner) appeared on Schedule A of Vesta Advisors
Form ADVobserved 4 days ago
Occurred
Jun 29, 2018
First Form ADV filing
Vesta Advisors Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:77d2a5ac-dd51-c554-3ed3-29944f021dea
First observed: Jun 29, 2018
Last observed: Mar 28, 2020 78 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

VESTA ADVISORS

VESTA ADVISORS LLC, CRD 297420

LOWER GWYNEDD, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:77d2a5ac-dd51-c554-3ed3-29944f021dea

Data as of Mar 28, 2020 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:11 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

COLEMAN, JOSHUA, WILLIAM

CHIEF COMPLIANCE OFFICER

yes

05/2018

Jun 29, 2018

Mar 28, 2020

MYERS, JOSHUA, JOHN

MANAGING PARTNER

yes

07/2019

Mar 28, 2020

VESTA FINANCIAL HOLDINGS

Member

yes

12/2019

Mar 28, 2020

VESTA HOLDINGS LLC

Member

yes

05/2018

Jun 29, 2018

Mar 28, 2020

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MOMENTUM ADVANCED PLANNING LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2019

Mar 28, 2020

n/a

2018

Mar 27, 2019

$247M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2019

n/a

$247M

n/a