Vesteer Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary asset management, financial planning, and retirement plan advisory services to individuals, high‑net‑worth clients, trusts, and estates. It reports about $24.2 million in discretionary assets across roughly 30 clients and states that it does not impose an account minimum.
Investment programs are implemented on a discretionary basis and the firm uses fundamental, cyclical, and statistical analysis (including Monte Carlo techniques) to set allocations, monitor portfolios, and guide rebalancing toward long‑term objectives. The firm may engage third‑party sub‑advisors — including direct indexing providers — to manage portions of client assets, and those sub‑advisor services are billed separately from the firm’s asset‑based fee.
Notable features that differ from many peers include explicit ERISA plan capabilities (the firm can serve as either a 3(21) advisor or a discretionary 3(38) investment manager) and the firm’s ability to recommend direct working‑interest oil and gas private placements to accredited investors, which carry concentrated, illiquid, and tax‑sensitive risks. The brochure discloses that the firm’s principal holds CFA and CAIA credentials and maintains a significant non‑advisory executive role in graduate business education and consulting.
Client services
Expertise
Fee options
Financial planning fees range from $4,000 to $5,000 per plan; fees are negotiable based on complexity.
$0 - $500,000: 1.25% annually $500,001 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.85% annually $2,000,001 - $3,000,000: 0.70% annually $3,000,001+: 0.50% annually
Main office
Charlottesville VA
Advisors at this office
3
Most active in
Nebraska · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Frank S
CFA®
Charlottesville, VA
Vesteer Wealth Management, LLC
Frank Stalla is a CFA® charterholder at Vesteer Wealth Management, LLC with four years of industry experience. Prior to joining Vesteer in 2022, he worked at AccessBank for one year. He also holds principal roles in two education and training firms, Revu Exams LLC and Charter Content Solutions LLC, where he has been involved since 2019 and 2007, respectively. Vesteer Wealth Management provides discretionary asset management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, and estates. The firm uses fundamental, cyclical, and statistical analysis to manage portfolios and offers ERISA plan advisory services along with recommendations for direct working-interest oil and gas private placements to accredited investors.
Alexander S
Series 65
Charlottesville, VA
Vesteer Wealth Management, LLC
Alexander Sullivan is a financial advisor at Vesteer Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Vesteer since 2022. Outside of his advisory role, he has a concurrent position at Carahsoft. Vesteer Wealth Management provides discretionary asset management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, and estates. The firm employs fundamental, cyclical, and statistical analysis techniques to manage portfolios and may utilize third-party sub-advisors, including direct indexing providers, to support client objectives.
Rodney S
CFA®, Series 66
Charlottesville, VA
Vesteer Wealth Management, LLC
Rodney Sullivan is a CFA® charterholder with six years of industry experience. He is associated with Vesteer Wealth Management, LLC and serves as Executive Director at the University of Virginia Darden Graduate School of Business, where he is involved in teaching and management. His prior experience includes roles at AQR Capital Management, LLC and consulting work through RPS Partners, LLC. Vesteer Wealth Management provides discretionary asset management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, and estates. The firm employs fundamental, cyclical, and statistical analysis to guide portfolio management and offers capabilities including ERISA plan advisory and access to direct working-interest oil and gas private placements.
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