A complete list of active advisors currently associated with Vesteer Wealth Management, LLC

Warmer can help you find a great advisor at Vesteer Wealth Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Vesteer Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.