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CEO and CCO · Vestie

Dana L. Bentz

CRD 8169304 · Named on Form ADV at one SEC-registered adviser

At a glance

Vestie, an SEC-registered wealth manager based in Dallas, TX with $125 in regulatory assets, lists Dana L. Bentz on its Form ADV as CEO and CCO, a control person.

Firms and roles

  • VestieCEO and CCOWealth manager · Dallas, TX · $0M in regulatory assets

AtlasMembers

Dana’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Dana’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.