Vesteer Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 306992
- Website
- www.vesteerwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONWIDE SECURITIES, LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI77.63%
- Individuals22.37%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Vesteer Wealth Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee model combines asset-based fees with fixed-fee arrangements. The firm does not identify as an active ESG investor, is not a multi-state adviser by its internal designation, and is not affiliated with a related adviser or pension consultant firm.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds83%
- Cash & Cash Equivalents10%
- Exchange Traded Equities7%
Contacts
3 of 3
Rodney Sullivan
Founding PartnerCRD 4648554
Frank Stalla
Investment Advisor RepresentativeCRD 7638030
Alexander Sullivan
Investment Advisor RepresentativeCRD 7658153
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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