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- Custodian
- Charles Schwab & Company · Jefferson National Securities · Nationwide
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-24-2020
- Office Locations
- 2
Office Locations
About Vesteer Wealth Management, LLC
Vesteer Wealth Management is an independent, fiduciary RIA providing objective advice and investment management aligned to each client’s financial plan. The firm uses a transparent, goals-based process and builds risk-managed, cost-effective, diversified, tax-aware portfolios focused on after-tax, after-fee total returns and multi-generational wealth preservation. Custody includes Charles Schwab.
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Owner & Executives
RODNEY NELSON SULLIVAN
Chief Compliance Officer, Director, INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #4648554
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Frank Martin Stalla
--
- CRD
- #7638030
Alexander Nelson Sullivan
--
- CRD
- #7658153
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,439,173 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,439,173 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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