L
$2.9M Total AUM
$2.9M Disc. AUM
-- 3Y CAGR
2 Employees
22 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- PrimeAtlas momentum +more
- Established Date
- 09-09-2014
- Office Locations
- 1
Office Locations
-- Chicago IL
About Lestna Retirement, LLC
Lestna Retirement, LLC is a Chicago-based, fiduciary-first RIA providing flat-fee, conflict-free wealth planning for individuals and families focused on building and transferring a lasting legacy. Services span retirement and investment planning, tax planning, estate planning, charitable giving, and wealth protection. Portfolios are primarily implemented with ETFs, with custody through Interactive Brokers.
Team overview
41 AVG AGE
$1.4M AVG AUM / ADVISOR
$129.8K AVG AUM / CLIENT
8.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Oak Insight
Client Personas
Vertex Ember
CRM
Wave delta
Custodian
Vital quantum Legacy
Investment Themes
Horizon vertex Bridge optima
Investment Vehicles
Unison
Services
Value bridge Eagle delta Vital Foundation vertex Optima pathway Oak ridge Signal North Pathway vital Focus summit Glacier
Technology
Catalyst Vertex Meridian summit Catalyst
Owner & Executives
VITALY NOVOK
Principal
- CRD
- #6362078
- Ownership
- 75% or more
(350) 348-9360
matrix.vital@insightcapital.com
in linkedin.com/in/fusion-vital
Showing 1 of 1 owners & executives
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B
Bahdan Yakavenka
--
- CRD
- #7208493
(530) 958-7713
momentum.atlas@legacycapital.com
in linkedin.com/in/prime-eagle
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,855,006 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,855,006 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,855,006
Equity - Exchange:
77.3% Cash:
22.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $6,564,304,821 | 77.3% |
| Cash | $1,927,680,717 | 22.7% |
| Total | $8,491,985,538 | 100.0% |