Lestna Retirement, LLC
Firm details
- Headquarters
- ,
- CRD number
- 171753
- Website
- www.lestna.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals93.12%
- HNWI6.88%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Lestna Retirement, LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and combines fee models that include a percentage-of-AUM component alongside hourly and fixed-fee engagement options. Its advisory scope covers financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not positioned as a capital allocator — instead it relies on third-party managers for any alternative exposures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities84%
- Cash & Cash Equivalents16%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations