Vestura, LLC

RIASEC RegisteredEst. 2014
Total AUM
$337M
Discretionary
$337M
100% of AUM
Avg account
$1.1M
Accounts
312
Employees
4
Advisory reps
4

Firm details

Headquarters
Hobart, Wisconsin
CRD number
142926
Registered since
October 27, 2014
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, Investment Grade Corp Bonds 9%, US Government Bonds 5%, Non-Investment Grade Corp Bonds 3%, Cash & Cash Equivalents 2%, State & Local Bonds 1%80%
  • Exchange Traded Equities80%
  • Investment Grade Corp Bonds9%
  • US Government Bonds5%
  • Non-Investment Grade Corp Bonds3%
  • Cash & Cash Equivalents2%

Contacts

3 of 4
  • Jared Bowers

    Jared Bowers

    Portfolio ManagerCRD 6604976

  • Jason Perkins

    Jason Perkins

    FounderCRD 2904184

  • David Counihan

    David Counihan

    Registered ParaplannerCRD 7282900

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth