Daniele Ghiotti
Vesta Wealth Management · Miami Beach, Florida
Daniele Ghiotti is a fee-only financial advisor at Vesta Wealth Management in Miami Beach, Florida, who holds the CFP and CFA credentials. Vesta Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Vesta Wealth Management |
|---|---|
| Based in | Miami Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $333.3M across 212 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA, FL, TX · CRD 4780584 |
| Exams passed | Series 63 (2004) · Series 65 (2002) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.vestawealth.com |
How Daniele's firm compares
- Vesta Wealth Management's average account is about $1.6 million, from its Form ADV (assets managed divided by 212 accounts).
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Questions about Daniele
Is Daniele Ghiotti a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniele holds no broker registration, and Vesta Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniele charge for financial advice?
Daniele's firm, Vesta Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Daniele Ghiotti based?
Daniele Ghiotti is based in Miami Beach, Florida.
What credentials does Daniele Ghiotti hold?
Daniele Ghiotti holds the CFP and CFA credentials.
Is Daniele Ghiotti registered with the SEC?
Yes. Daniele Ghiotti is registered as an investment adviser representative in CA, FL and TX (CRD 4780584), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Vesta Wealth Management manage?
Vesta Wealth Management reports $333.3M across 212 accounts in assets under management.
How do I contact Daniele Ghiotti?
Through Daniele's website, www.vestawealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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