Overview
Assets Under Management: $299 million
Headquarters: HOBART, WI
High-Net-Worth Clients: 59
Average Client Assets: $5 million
Frequently Asked Questions
VESTURA, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #142926), VESTURA, LLC is subject to fiduciary duty under federal law.
VESTURA, LLC is headquartered in HOBART, WI.
VESTURA, LLC serves 59 high-net-worth clients according to their SEC filing dated February 06, 2025. View client details ↓
According to their SEC Form ADV, VESTURA, LLC offers financial planning and portfolio management for individuals. View all service details ↓
VESTURA, LLC manages $299 million in client assets according to their SEC filing dated February 06, 2025.
According to their SEC Form ADV, VESTURA, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.58
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 292
Discretionary Accounts: 292
Regulatory Filings
CRD Number: 142926
Last Filing Date: 2025-02-06 00:00:00
Website: https://vestura.net