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Elden C

Series 65, Series 63

New Braunfels, TX

Vested Wealth Advisors

Elden Charles is a financial advisor at Vested Wealth Advisors in New Braunfels, TX. He holds Series 63 and Series 65 licenses and has been with Vestted, LLC since 2025, with prior experience at Lionchase North America and Lionchase Holdings. Vested Wealth Advisors is an independent Texas-based firm serving high-net-worth individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning and portfolio management, emphasizing fundamental analysis, asset allocation, and long-term investing, while supporting institutional clients with specialized services such as private equity sponsor consulting and retirement-plan advisory.

Wealth management Concentrated stock management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Founder/Business Owner Executive
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