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Farther CRD 302050
$16.0B regulatory AUM 450 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-12-18 |
Branch Locations
Mountain City, TN • United States
345 California Street Suite 600, San Francisco, CA 94104 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vested Wealth Advisors | Los Angeles | CA | 10/2010 | 10/2021 |
| Vested Wealth, Inc | Mountain City | TN | 11/2021 | 03/2026 |
| Farther | Mountain City | TN | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-15 |
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