# 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.

- CRD: 336825
- Filed as: NESTVST
- Legal name: Wealthdoor Asset Management LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Sugar Land, TX
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/336825
- AdvisorCensus page: https://advisorcensus.com/firm/nestvst-sugar-land-tx-336825

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 13, 2026)

- Account minimum: None

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Alpaca Securities LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $7,067
- Discretionary: $7,067
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $7,067 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2025 (0 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, NE, NH, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- nestvst.com
- wealthdoor.com
- Instagram @nestvst
- LinkedIn @nestvst
- X @nestvst

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Nestvst (CRD 336825): Form ADV filing data as of October 2026.
