$336.7M Total AUM
$336.7M Disc. AUM
18.4% 3Y CAGR
4 Employees
76 ADV. Clients
19 yrs Firm Age
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- Custodian
- Capital Group ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-30-2007
- Office Locations
- 1
Office Locations
1200 Centennial Centre Blvd Suite 100 Hobart WI
About Vestura, LLC
Vestura, LLC is a Hobart, Wisconsin-based RIA serving entrepreneurs and other clients with financial and wealth planning, including tax, estate, and insurance planning alongside discretionary portfolio management. Portfolios are ETF-led with supporting fixed income exposure and a focus on asset allocation and risk management. Custodied primarily at Charles Schwab.
Team overview
-- AVG AGE
$112.2M AVG AUM / ADVISOR
$4.4M AVG AUM / CLIENT
9 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
19yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JASON DOUGLAS PERKINS
Chief Compliance Officer, Insurance Broker, PRINCIPAL, Wealth Manager
- CRD
- #2904184
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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J
Jared Howard Bowers
Financial Advisor
- CRD
- #6604976
Available
Available
Available
D
David Roger Counihan
Financial Planner
- CRD
- #7282900
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $336,749,300 | $1,079,325 |
| Non-Discretionary | $0 | -- |
| Total | $336,749,300 | $1,079,325 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Corporate - Non-Investment Grade:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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