# Vesteer Wealth Management, LLC

> Vesteer Wealth Management, LLC is a state-registered investment advisory firm, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 19, 2026.

- CRD: 306992
- Filed as: VESTEER WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: August 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/306992
- AdvisorCensus page: https://advisorcensus.com/firm/vesteer-wealth-management-llc-306992

## Quick answers

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

**Is Vesteer Wealth Management, LLC registered with the SEC or a state?**
Vesteer Wealth Management, LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 306992.

**How much does Vesteer Wealth Management, LLC manage?**
Vesteer Wealth Management, LLC reports $24,241,632 in regulatory assets under management in its Form ADV filing dated August 19, 2026 (100% discretionary).

**What types of clients does Vesteer Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (22); individuals (other than high net worth individuals) (8).

**Does Vesteer Wealth Management, 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/306992

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $24,241,632
- Discretionary: $24,241,632
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $5,798,095 |
| High net worth individuals | 22 | $18,443,537 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NE, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- vesteerwealth.com
- Facebook @Vesteer-Wealth-Management-114310663720660
- LinkedIn @vesteer-wealth-management

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vesteer Wealth Management, LLC (CRD 306992): Form ADV filing data as of October 2026.