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- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial · Pershing
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 03-04-2022
- Office Locations
- 21
Office Locations
About Vestgen Advisors, LLC
VestGen Wealth Partners provides comprehensive wealth management including investment management, financial and retirement planning, estate and education planning, tax optimization, and insurance solutions. The firm highlights a dedicated offering for athletes and a multi-location advisor network. Advisory services are delivered through VestGen Advisors, LLC (RIA), with securities offered via Private Client Services (FINRA/SIPC), an unaffiliated broker-dealer.
Reported data analysis
What the numbers show
Between July 17, 2025 and May 15, 2026, reported AUM increased 92.1%, from $3.5B to $6.7B.
Across 5 reported observations, AUM increased 2100.1% between July 6, 2022 and May 15, 2026, from $303.0M to $6.7B.
Of the latest reported AUM, 85.0% is discretionary and 15.0% is non-discretionary.
The firm reports 58 advisory representatives and 22,790 clients, or 392.9 clients per representative. That equates to $292.5K in reported AUM per client.
The profile lists 21 reported office locations and 4 years in operation. The source data was last updated on August 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Vestgen Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Patrick Michael Curran
SENIOR COMPLIANCE OFFICER
- CRD
- --
- Ownership
- Less than 5%
THOMAS JAMES ERICSON
Chief Compliance Officer, SENIOR COMPLIANCE OFFICER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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Brian M Michael Ahern
--
- CRD
- #4392356
DAVID J BOLANOS
Wealth Advisor
- CRD
- #5314554
Showing 2 of 64 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,665,761,650 | $292,487 |
| Non-Discretionary | $999,840,292 | $292,436 |
| Total | $6,665,601,942 | $292,479 |
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Separately Managed Accounts
SMA allocation detail is available
Vestgen Advisors, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Vestgen Advisors, LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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