Vestura, LLC
Firm details
- Headquarters
- Hobart, Wisconsin
- CRD number
- 142926
- Registered since
- October 27, 2014
- Website
- vestura.net
- Fee structure
- Percentage of AUM
- Client types
- HNWI98.51%
- Individuals0.94%
- Charitable Organizations0.49%
- Corporations / Businesses0.06%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Vestura, LLC is an independent registered investment adviser formed as a limited liability company and registered with the SEC in 2014. The firm is individually owned and bills clients on a percentage-of-assets-under-management basis. Its client mix includes high‑net‑worth individuals and families as well as institutional relationships. Core advisory services are financial planning and discretionary portfolio management focused on individuals and small businesses. Vestura does not identify as an active ESG investor, is not a multi‑state adviser, and does not operate as a capital allocator.
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 Equities80%
- Investment Grade Corp Bonds9%
- US Government Bonds5%
- Non-Investment Grade Corp Bonds3%
- Cash & Cash Equivalents2%
Contacts
3 of 4
Jared Bowers
Portfolio ManagerCRD 6604976

Jason Perkins
FounderCRD 2904184

David Counihan
Registered ParaplannerCRD 7282900
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Hobart, WI
Outagamie
Location
Hobart, WI
Headquartered in Hobart, WI, anchoring the Green Bay-Shawano, WI metro in the Midwest.
- Metro area
- Green Bay-Shawano, WI
- Region
- Midwest
- County
- Outagamie
- Address
- 1200 Centennial Centre Blvd
- Time zone
- CT (UTC-6)
- Office locations
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