{
  "crd_number": 142926,
  "slug": "vestura-llc-hobart-wi-142926",
  "primary_business_name": "VESTURA, LLC",
  "legal_name": "VESTURA, LLC",
  "dbas": [],
  "city": "Hobart",
  "state": "WI",
  "country": "United States",
  "cbsa_code": "24580",
  "metro": {
    "cbsa_code": "24580",
    "common_name": "Green Bay",
    "msa_name": "Green Bay, WI",
    "path": "/advisors/wi/green-bay"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-10-27",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-08-11",
  "carried_forward": false,
  "raum_total": 336749300.0,
  "raum_discretionary": 336749300.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1646000.0,
      "count": 3,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 3161500.0,
      "count": 11
    },
    "high_net_worth_individuals": {
      "raum": 331736300.0,
      "count": 61
    },
    "corporations_other_businesses": {
      "raum": 205500.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "IL",
    "WI"
  ],
  "websites": [
    "https://vestura.net"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/142926",
  "city_as_filed": "HOBART",
  "url": "https://advisorcensus.com/firm/vestura-llc-hobart-wi-142926",
  "display_name": "Vestura, LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Vestura, LLC (CRD 142926): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Vestura, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Vestura, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Vestura, LLC located?",
      "a": "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)."
    },
    {
      "q": "Is Vestura, LLC registered with the SEC or a state?",
      "a": "Vestura, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 142926."
    },
    {
      "q": "How much does Vestura, LLC manage?",
      "a": "Vestura, LLC reports $336,749,300 in regulatory assets under management in its Form ADV filing dated August 11, 2026 (100% discretionary)."
    },
    {
      "q": "How have Vestura, LLC's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Vestura, LLC serve?",
      "a": "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)."
    },
    {
      "q": "Does Vestura, LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Vestura, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $299,000,400 to $336,749,300 (+13%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 209504900.0,
      "total_employees": 4,
      "filing_date": "2021-05-27"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 253917600.0,
      "total_employees": 4,
      "filing_date": "2022-03-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 205922000.0,
      "total_employees": 4,
      "filing_date": "2023-04-06"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 268838700.0,
      "total_employees": 4,
      "filing_date": "2024-01-18"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 299000400.0,
      "total_employees": 4,
      "filing_date": "2025-02-06"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 336749300.0,
      "total_employees": 4,
      "filing_date": "2026-08-11"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $299,000,400 to $336,749,300 (+13%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/vestura-llc-hobart-wi-142926.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 11,
      "fewer_than_5": false,
      "raum": 3161500.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 61,
      "fewer_than_5": false,
      "raum": 331736300.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 3,
      "fewer_than_5": true,
      "raum": 1646000.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 205500.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/142926",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}