Vestura, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hobart, WI. Its latest Form ADV filing, dated March 20, 2026, reports $337M in regulatory assets under management, 4 employees, 1 office, and 312 accounts.
Assets Under Management
$337M
Employees
4
Offices
1 office
Total Clients
76
Primary office
HOBART, WI
1200 CENTENNIAL CENTRE BLVD, SUITE 100, HOBART, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 80.3% of total clients.
Top client categories% of clientsClients
1
HNWI
80.3%
61
2
Individuals
14.5%
11
3
Charitable
3.9%
3
4
Corporations
1.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$337Mas of March 20, 2026
Discretionary100.0%
$337M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$337M
Total Accounts312
10Y AUM Change+$219M (+185.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee19:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.