Vestgen Advisors, LLC
● SEC registered since 2022CRD 318657SEC# 801-123390Chicago, IL
Reg. AUM
$6.67B
Employees
165
Accounts
22,790
Location
Chicago, IL
Vestgen Advisors, LLC assets under management
Vestgen Advisors, LLC is an investment advisory firm registered with the SEC based in Chicago, IL. The firm has been registered since 2022. It reports $6.7 billion in regulatory assets under management and employs 165 people.
Vestgen Advisors, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cathleen Sayers | Director, Operations | Under 5% | 2024 |
| Donald Williams | Director, Operations | Under 5% | 2024 |
| Ferian Nickelson Control | Chief Operating Officer | Under 5% | 2024 |
| Jason Hanavan Control | Chief Executive Officer, Vestgen Wealth Partners Holdings, Llc | Under 5% | 2026 |
| Patrick Michael Curran | Senior Compliance Officer | Under 5% | 2025 |
| Thomas James Ericson | Senior Compliance Officer | Under 5% | 2024 |
| Timothy Bernard Woods Control | Chief Compliance Officer | Under 5% | 2024 |
| Vestgen Wealth Partners Holdings LLC Control | Financial Services Holding Company | Over 75% | 2024 |
Frequently asked questions
How much does Vestgen Advisors, LLC manage?
Vestgen Advisors, LLC reports $6.7 billion in regulatory assets under management on its Form ADV.
How many employees does Vestgen Advisors, LLC have?
Vestgen Advisors, LLC reports 165 employees.
Where is Vestgen Advisors, LLC located?
Vestgen Advisors, LLC is based in Chicago, IL and has been SEC-registered since 2022.
Does Vestgen Advisors, LLC disclose fund performance?
Vestgen Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1 North Franklin, Suite 1850, Chicago, IL 60606 |
| Phone | 312-237-4446 |
| Office hours | 8:00 a.m. - 5:00 p.m. Cst |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$6.67B▲ 909%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 11%
Larger than 89% of 16,306 advisers
EmployeesTop 5%
More than 95% of 16,824 advisers
Assets under management
$6.67Bregulatory AUM
Discretionary $5.67BNon-discretionary $999.8M