$1.7M Total AUM
$1.7M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-18-2025
- Office Locations
- 1
Office Locations
-- Peosta IA
About Vestera Wealth LLC
Vestera Wealth LLC is a retail registered investment adviser based in Peosta, IA. Public filings indicate a single-advisor firm led by owner/CCO Mark Alan Stevens. The firm’s managed accounts are implemented primarily with ETFs (with a cash sleeve) and custody is reported at Charles Schwab—useful context for ETF and platform distribution alignment.
Team overview
-- AVG AGE
$1.7M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
0.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
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Services
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Technology
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Owner & Executives
M
MARK ALAN STEVENS
Chief Compliance Officer, Owner
- CRD
- #5123164
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,749,370 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,749,370 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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