A complete list of active advisors currently associated with Vested Wealth

Warmer can help you find a great advisor at Vested Wealth or one who fits your needs even better.

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.

To learn more about the advisors currently working at Vested Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Gabriel Machado De Andrade	Hallandale Beach, FL	2

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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