Vested Finance Inc.
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
- 60
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 26, 2026
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Shah, Viram | Ceo | Sep 2018 (8y) | Less than 5% | |
| Sood, Sanjay, Kumar | Cfo | Sep 2018 (8y) | Less than 5% | |
| Scott Nathan Brody | Cco | Feb 2022 (5y) | Less than 5% | |
| Pagidipati, Rahuldev, Ravi | Shareholder, Voting Shares | Sep 2023 (3y) | ≈ 18.75% – 50% via Vested Holding Corp. |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Vested Holding Corp. | Member | Jun 2021 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Pagidipati, Rahuldev, Ravi: 25% – 50% of Vested Holding Corp. × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/26/2026 | 2.62 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Commissions
Services
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 26, 2026.
View current Form ADV (SEC/IAPD) ↗