# Lestna Retirement, LLC

> Lestna Retirement, LLC is a state-registered investment advisory firm, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 4, 2026.

- CRD: 171753
- Filed as: LESTNA RETIREMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Illinois
- Filing period: October 2026
- Form ADV filing dated: September 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/171753
- AdvisorCensus page: https://advisorcensus.com/firm/lestna-retirement-llc-171753

## Quick answers

**How is Lestna Retirement, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lestna Retirement, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Lestna Retirement, LLC registered with the SEC or a state?**
Lestna Retirement, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 171753.

**How much does Lestna Retirement, LLC manage?**
Lestna Retirement, LLC reports $3,816,026 in regulatory assets under management in its Form ADV filing dated September 4, 2026 (100% discretionary).

**What types of clients does Lestna Retirement, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (18).

**Does Lestna Retirement, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/171753

**What changed in Lestna Retirement, LLC's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $2,855,006 to $3,816,026 (+34%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $3,816,026
- Discretionary: $3,816,026
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $3,553,299 |
| High net worth individuals | Fewer than 5 | $262,727 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2014 (12 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [lestna.com](https://lestna.com)
- Facebook @lestnaretirement
- LinkedIn @vitalynovok
- TikTok @vitalyfinance
- X @vitalynovok
- YouTube @vitalynovok

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $2,855,006 to $3,816,026 (+34%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lestna Retirement, LLC (CRD 171753): Form ADV filing data as of October 2026.