Vested Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Vested Wealth (d/b/a DSB Wealth LLC) is a state-registered investment adviser formed in April 2026 that provides ongoing investment management and financial planning to individuals, high-net-worth individuals, charitable organizations, and corporations. As a newly formed entity it currently reports no assets under management and offers both discretionary and non-discretionary portfolio services.
The firm combines passive portfolio construction with fundamental and cyclical analysis and tailors allocations to client suitability, risk tolerance, and tax considerations; clients may impose reasonable investment restrictions. Vested Wealth also provides ongoing financial planning that addresses estate, retirement, tax, investment, and risk-management topics, and the planning engagement is structured as a fixed annual fee billed quarterly in advance.
What distinguishes the firm from many peers in its registration category is the concurrent offering of ongoing financial planning on a fixed-fee basis while providing portfolio management for both individual and institutional clients, and the firm does not act as a private fund adviser. The brochure also discloses a pending regulatory matter involving a principal related to alleged conduct outside firm processes concerning certain insurance-related matters and an unrelated investment.
Client services
Fee options
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.85% $2,500,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
Fee-only: Annual fee ranging between $12,000 and $25,000 paid quarterly in advance for financial planning services; fee is negotiable.
Main office
1010 South Federal Hwy, Suite 1400
Hallandale Beach FL 33009
Advisors at this office
1
Most active in
Florida
Also doing business as
Dsb Wealth LLC · Vested Wealth
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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