RIA Intel›Advisers›Virginia›VESTEER WEALTH MANAGEMENT, LLC

VESTEER WEALTH MANAGEMENT, LLC

Advisory

Data as of Aug 19, 2026 · Source: SEC Form ADV

Average account

$328K

across 74 accounts

AUM per adviser

$8M

3 advisers

Source: SEC Form ADV. Figures as filed Aug 19, 2026.

Total AUM

$24M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$24M

Discretionary AUM$24M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients30

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNE, TX, VA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

30 clients

22 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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JOHN STEWART ELLISON

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