Fee-only adviser · Hobart, WI
Vestura, LLC
Vestura, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Hobart, Wisconsin. On its latest Form ADV, filed August 11, 2026, it reports $337M in regulatory assets under management, 72 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 142926 · SEC file 801-80496 |
| Office | 1200 Centennial Centre Blvd Suite 100 Hobart, WI 54155 |
| Phone | (920) 430-3775 |
| Website | www.vestura.net |
| Regulatory assets under management | $337M |
| Individual clients | 11 non-high-net-worth, 61 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 4 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | August 11, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Nearby
- Green Bay 6 firms
- De Pere 1 firm
- Little Suamico 1 firm
- Appleton 14 firms
- Menasha 1 firm
- Hortonville 1 firm
- Casco 1 firm
- Neenah 2 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Vestura, LLC? Update this listing.