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- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial · Pershing
- Clients
- Retail
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
THOMAS JAMES ERICSON
Chief Compliance Officer, SENIOR COMPLIANCE OFFICER
- CRD
- --
- Ownership
- Less than 5%
Jason Hanavan
Chief Executive Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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Brian M Michael Ahern
--
- CRD
- #4392356
DAVID J BOLANOS
Wealth Advisor
- CRD
- #5314554
Showing 2 of 62 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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