Overview
- Headquarters
- Hobart, WI
- Total Firm Assets
- $337 million
- Average High-Net-Worth Client Portfolio Size
- $5.4 million
- Stated Minimum Account Size
- $5,000,000
Fee Disclosure
ADV FORM 2A
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $2,000,000 | 1.50% |
| $2,000,001 | $5,000,000 | 1.20% |
| $5,000,001 | $10,000,000 | 0.90% |
| $10,000,001 | $25,000,000 | 0.80% |
| $25,000,001 | and above | 0.70% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | $66,000 | 1.32% |
| $10 million | $111,000 | 1.11% |
| $50 million | $406,000 | 0.81% |
| $100 million | $756,000 | 0.76% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 98.51%
- Number of High-Net-Worth Clients
- 61
- Total Client Accounts
- 312
- Discretionary Accounts
- 312
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 142926
Additional Brochure: ADV PART 2B - JOSE MIGUEL SOSA VAZQUEZ (2026-08-11)
View Document Text
This brochure supplement provides information about Jose Miguel Sosa-Vazquez that
supplements the Vestura, LLC brochure. You should have received a copy of that brochure. Please
contact Jose Miguel Sosa-Vazquez if you did not receive Vestura, LLC’s brochure or if you have
any questions about the contents of this supplement.
Additional information about Jose Miguel Sosa-Vazquez is also available on the SEC’s website
at www.adviserinfo.sec.gov.
Vestura, LLC
Form ADV Part 2B – Individual Disclosure Brochure
for
Jose Miguel Sosa-Vazquez
Personal CRD Number: 8317379
Investment Adviser Representative
Vestura, LLC
1200 Centennial Centre Blvd, Suite 100
Hobart, Wisconsin, 54155
(920) 430-3775
www.vestura.net
jsosa@vestura.net
UPDATED: 07/22/2026
Item 2: Educational Background and Business Experience
Name: Jose Miguel Sosa-Vazquez
Born:
1995
Education Background and Professional Designations:
Education:
Master of Arts in Teaching, Secondary Mathematics Education,
Western Governors University – 2021
Bachelor of Science in Mathematics,
Western Oregon University – 2018
Business Background:
Jose Miguel Sosa-Vazquez joined Vestura, LLC in 2025 as an Investment Analyst and became
registered as an Investment Adviser Representative in 2026. Prior to joining Vestura, Mr. Sosa-
Vazquez spent several years as a secondary mathematics educator, teaching high school
mathematics and physics. During this time, he developed and taught rigorous curricula
emphasizing analytical reasoning, quantitative analysis, and problem-solving.
Mr. Sosa-Vazquez's professional background in mathematics and education has provided a
strong foundation for analyzing financial information, solving complex problems, and
communicating technical concepts clearly. His employment history is summarized below.
Employment History:
Investment Advisor Representative, Vestura, LLC
Secondary Teacher, Providence Academy
Virtual Consultant, Wauna Federal Credit Union
Advanced Mathematics Teacher, Astoria High School
06/2025 to present
07/2023 to present
09/2022 to 07/2023
08/2018 to 06/2022
Item 3: Disciplinary Information
There are no legal or disciplinary events that are material to a client’s or prospective client’s
evaluation of this advisory business.
Item 4: Other Business Activities
Mr. Sosa-Vazquez is not engaged in any investment-related business or occupation other than
his activities with Vestura, LLC. In addition to his advisory role, Mr. Sosa-Vazquez serves as a
part-time secondary mathematics instructor. This teaching position is unrelated to the advisory
services provided through Vestura, LLC.
Item 5: Additional Compensation
Jose Miguel Sosa-Vazquez does not receive any economic benefit from any person, company, or
organization, other than Vestura, LLC in exchange for providing clients advisory services through
Vestura, LLC.
Item 6: Supervision
As a representative of Vestura, LLC, Jose Miguel Sosa-Vazquez is supervised by Jason Douglas
Perkins, the firm’s Chief Compliance Officer. Jason Douglas Perkins is responsible for ensuring
that Jose Miguel Sosa-Vazquez adheres to all required regulations regarding the activities of an
Investment Advisor Representative, as well as all policies and procedures outlined in the firm’s
Code of Ethics and compliance manual. The phone number for Jason Douglas Perkins is
(920) 430-3775.