Vested, LLC

Vestted, LLC is a Texas-based investment adviser founded in 2025 that provides advisory services to high-net-worth individuals, trusts and estates, charitable organizations, corporations and other business entities, as well as retirement plans such as 401(k) plans, profit-sharing plans and defined benefit plans. The firm’s services include comprehensive financial planning, both discretionary and non-discretionary portfolio management, retirement-plan advisory, and advisory work for pooled investment vehicles and private-equity sponsors.

Vestted delivers advice under a fiduciary standard and offers tailored programs including a collaborative non-discretionary advisory program, a discretionary model-based Vestted Allocation Series, and targeted discretionary sleeves designed for specific objectives. The firm emphasizes fundamental analysis, asset allocation and a long-term investing approach, and supplements its process with third-party managers, model portfolios and AI-enabled tools that are reviewed by personnel.

Notable for a small independent adviser, Vestted explicitly supports institutional and sponsor-focused needs: it provides pooled-vehicle advisory, retirement-plan and pension consulting, and a Private Equity Sponsor Services platform addressing liquidity and cash-management (e.g., short-term investment sweeps, treasury laddering, capital-call automation), FX and cross-border transfers, and coordination with custodians and fund administrators. The brochure also discloses outside business activities tied to a private-equity enterprise and describes educational seminars offered at no fee, with written policies and client disclosure used to manage potential conflicts.