# 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.

- CRD: 142926
- Filed as: VESTURA, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hobart, WI
- Filing period: October 2026
- Form ADV filing dated: August 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/142926
- AdvisorCensus page: https://advisorcensus.com/firm/vestura-llc-hobart-wi-142926

## Quick answers

**How 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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $336,749,300
- Discretionary: $336,749,300
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $3,161,500 |
| High net worth individuals | 61 | $331,736,300 |
| Charitable organizations | 3 | $1,646,000 |
| Corporations or other businesses not listed above | 1 | $205,500 |

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

### Firm details
- Registered since: 2014 (11 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IL, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Hobart, WI

### Websites listed on Form ADV (Item 1.I)
- vestura.net

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $209,504,900 | 4 | May 27, 2021 |
| October 2022 | $253,917,600 | 4 | March 1, 2022 |
| October 2023 | $205,922,000 | 4 | April 6, 2023 |
| October 2024 | $268,838,700 | 4 | January 18, 2024 |
| October 2025 | $299,000,400 | 4 | February 6, 2025 |
| October 2026 | $336,749,300 | 4 | August 11, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $299,000,400 to $336,749,300 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vestura, LLC (CRD 142926): Form ADV filing data as of October 2026.