Vesteer Wealth Management, LLC

Overview

Vesteer Wealth Management, LLC is an independent, owner-operated RIA organized as an LLC that serves individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Its fee arrangements include percentage-of-AUM billing alongside fixed fees. Vesteer indicates it acts as a capital allocator and is not an active ESG investor. The firm’s regulatory status and state coverage are mixed in the provided records: it’s listed as a single-state adviser in the snapshot, yet office data shows multiple locations across two states. That discrepancy suggests readers should verify regulatory filings for up-to-date registration details.

Assets & Accounts

Investments & Alternatives

Location & Offices