Vestech Asset Management Inc.
- Regulatory AUM
- $99.7M
- Discretionary
- $99.7M
- Clients
- 278
- Avg AUM / client
- $359K
- Accounts
- 278
- Employees
- 14
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 278 | $99.7M | 100.0% |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Marco Antonio Ramirez | Registered representative | Mar 2017 (9y) | ||
| John Chunen Huang | Registered representative | Jul 2017 (9y) | ||
| Robert James Halldin | Registered representative | Aug 2017 (9y) | ||
| Keith Edward Miller | Registered representative | Oct 2017 (9y) | ||
| Milton J Beile Iii | Registered representative | Mar 2018 (8y) | ||
| Norman Hugh Meyer | Registered representative | Apr 2018 (8y) | ||
| Mohamed Eldawy | Registered representative | Dec 2018 (8y) | ||
| Mark Hwaley Chao | Registered representative | Apr 2019 (7y) | ||
| Jingbo Pan | Registered representative | Aug 2020 (6y) | ||
| Erven Joseph Frericks | Registered representative | CFP | Jun 2021 (5y) | |
| Zhenyu Tang | Registered representative | Jan 2022 (5y) | ||
| Amir H Golzar | Registered representative | Nov 2022 (4y) | ||
| Jianan Qin | Registered representative | Apr 2023 (3y) | ||
| James Darvell Maendel | Registered representative | Jan 2025 (2y) |
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) | 06/11/2026 | 2.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Stonex Financial Inc. $55.5M (56% of AUM) Jun 2026
- Equity Trust Company $11.2M (11% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 11, 2026.
View current Form ADV (SEC/IAPD) ↗