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VESTGEN ADVISORS, LLC
CRD 318657 · SEC 801-123390
1 NORTH FRANKLIN, SUITE 1850, CHICAGO, IL, 60606, United States
Phone
312-237-4446
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$6.67B
Discretionary AUM
$5.67B
Team
165 total employees; 58 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21477 | $3.24B |
| High net worth individuals | 1313 | $3.43B |
States served
AL, AZ, AR, CA, CO, DE, DC, GA, IL, IN, IA, KS, KY, MA, MI, MN, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, VA, WI, MO, WA, TX, NH, CT, FL
All web addresses on file
- https://www.vestgen.com
- https://www.instagram.com/vestgen/
- https://www.facebook.com/people/VestGen-Wealth-Partners/61565207325276/
- https://www.linkedin.com/company/vestgen-wealth-partners/mycompany/
- https://www.optimuminvestment.com/
- https://getretiredstayretired.com/
- https://twitter.com/investwithwmg
- https://www.facebook.com/Investwithwmg
- https://www.youtube.com/channel/UCbAxr_G2jodWZ4WXX9ghruw
- https://www.linkedin.com/company/wealthmanagementgroup
Official SEC filing: View on IAPD