AdvisorCensus / Financial advisors / Texas / Houston / Nestvst
Nestvst is an SEC-registered investment advisory firm in Sugar Land, TX, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.
Quick answers
From the filingHow is Nestvst compensated?
On its Form ADV (Item 5.E, October 2026), Nestvst reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
Where is Nestvst located?
Nestvst's principal office is in Sugar Land, TX, according to its Form ADV.
Is Nestvst registered with the SEC or a state?
Nestvst is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336825.
How much does Nestvst manage?
Nestvst reports $7,067 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (100% discretionary).
What types of clients does Nestvst serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (5).
Which custodians does Nestvst use?
Nestvst's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Alpaca Securities LLC as a custodian holding 10% or more of its separately managed account assets.
Does Nestvst report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/336825
Does Nestvst state an account minimum?
Its Form ADV Part 2A brochure dated March 13, 2026 says: "There is no minimum account size. We permit you to invest small amounts to fully utilize the platform with minimal risk."
What changed in Nestvst's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $0 to $7,067. Registered or notice-filed in LA, NE, NH. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
There is no minimum account size. We permit you to invest small amounts to fully utilize the platform with minimal risk.
As stated in the firm's Form ADV Part 2A brochure dated March 13, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$7,067 as of October 2026, filing dated March 13, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Wealthdoor Asset Management LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (0 years)
- Employees
- Total: 4. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
5 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $0 to $7,067.
- Registered or notice-filed in LA, NE, NH.
- Updated its list of owners and control persons (Schedule A).
- December 2025
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Nestvst (CRD 336825): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/nestvst-sugar-land-tx-336825