AdvisorCensus / Financial advisors / Wisconsin / Green Bay / Vestura, LLC
Vestura, LLC is an SEC-registered investment advisory firm in Hobart, WI, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 11, 2026.
Quick answers
From the filingHow is Vestura, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Vestura, LLC reports these compensation arrangements: a percentage of assets under its management.
Where is Vestura, LLC located?
Vestura, LLC's principal office is in Hobart, WI, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Vestura, LLC registered with the SEC or a state?
Vestura, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 142926.
How much does Vestura, LLC manage?
Vestura, LLC reports $336,749,300 in regulatory assets under management in its Form ADV filing dated August 11, 2026 (100% discretionary).
How have Vestura, LLC's assets and staff changed since 2021?
In the Form ADV data for Vestura, LLC: Regulatory assets under management: $209,504,900 in the October 2021 data and $336,749,300 in the October 2026 data, up 61%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Vestura, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (61); individuals (other than high net worth individuals) (11); charitable organizations (3).
Does Vestura, LLC 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/142926
What changed in Vestura, LLC's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $299,000,400 to $336,749,300 (+13%).
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
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 2ASee the firm's brochure (dated August 11, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$336,749,300 as of October 2026, filing dated August 11, 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- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2014 (11 years)
- Employees
- Total: 4. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the September 2026 filing
- States registered or notice-filed
-
3 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
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $336,749,300 | 4 | August 11, 2026 |
| October 2025 | $299,000,400 | 4 | February 6, 2025 |
| October 2024 | $268,838,700 | 4 | January 18, 2024 |
| October 2023 | $205,922,000 | 4 | April 6, 2023 |
| October 2022 | $253,917,600 | 4 | March 1, 2022 |
| October 2021 | $209,504,900 | 4 | May 27, 2021 |
Regulatory assets under management: $209,504,900 in the October 2021 data and $336,749,300 in the October 2026 data, up 61%.
Total employees: 4 in October 2021 and 4 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $299,000,400 to $336,749,300 (+13%).
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. Vestura, LLC (CRD 142926): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/vestura-llc-hobart-wi-142926