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RIA · CRD 142926SEC-Registered

Updated:

VESTURA, LLC

Vestura, LLC is an independent, fee-based investment advisory firm in Green Bay, Wisconsin. It offers a comprehensive range of personalized financial planning...

Overview

Vestura, LLC is an independent, fee-based investment advisory firm in Green Bay, Wisconsin. It offers a comprehensive range of personalized financial planning and portfolio management services to high net worth individuals. It is a Registered Investment Advisor.

General information

Firm type

RIA

Year founded

2007

Location

City

Green Bay

Principals

Jason D. Perkins

CFP®, Founder

Jared H. Bowers

CFA, Portfolio Manager

David R. Counihan

FPQP™, Financial Planner

Amanda L. Thompson

FPQP™, Financial Planning Analyst and Office Administrator

Frequently asked questions

What is known about VESTURA, LLC's investment strategy?

Nothing has been publicly disclosed. There are no reports of specific asset-class allocations, portfolio companies, or deal activity in industry publications or public records.

Does VESTURA, LLC have a website or public presence?

No corporate website or LinkedIn profile has been identified for VESTURA, LLC. The firm does not appear to maintain any public-facing communications.

What is the wealth origin behind VESTURA, LLC?

The wealth origin is not publicly disclosed. No information linking the firm to any specific fortune, industry, or family name has surfaced in public records.

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