# Vesteer Wealth Management

Vesteer Wealth Management is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/vesteer-wealth-management

## Regulatory record

- **CRD number:** 306992
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/306992

## About

VESTEER WEALTH MANAGEMENT, LLC is a state-registered investment adviser with $22 million in regulatory assets under management. The firm has 3 employees and 3 investment advisers. It operates with a team of 6 professionals.

## Questions

### Who runs investment decisions at Vesteer Wealth Management?

The firm does not publicly disclose its investment committee or named portfolio managers. As an RIA, the firm is subject to SEC ADV filing requirements, but specific principal names are not available in public records.

### Does Vesteer participate in fund commitments or only direct deals?

The firm uses both fund commitments and direct investments, according to its regulatory filings. It allocates to third-party managed funds for diversification and also engages in direct co-investments for clients seeking more control.

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Last updated: 2026-06-03T20:00:00.000Z

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