RIA Intel›Advisers›Minnesota›VESTMENT FINANCIAL LLC

VESTMENT FINANCIAL LLC

Advisory

N·CHANHASSEN, MN

Data as of May 6, 2026 · Source: SEC Form ADV

Total AUM

$304M

1-Year AUM Growth

+30.3%

3-Year CAGR

+20.4%

Employees

11

Assets Under Management

Total AUM$304M

Discretionary AUM$304M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients448

Team

Total Employees11

Investment Advisers20

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record17

First FilingMay 19, 2019

Latest FilingMay 6, 2026

🔒 Full AUM trend chart and 17 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on VESTMENT FINANCIAL LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.