Vestment Financial LLC
● SEC registered since 2019CRD 168771SEC# 801-116812Chanhassen, MN
Reg. AUM
$304.3M
Employees
20
Accounts
2,679
Location
Chanhassen, MN
Vestment Financial LLC assets under management
Vestment Financial LLC is a registered investment adviser overseen by the SEC based in Chanhassen, MN. The firm has been registered since 2019. It reports $304.3 million in regulatory assets under management and employs 20 people.
Vestment Financial LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joshua Bradford Lantz | Chief Investment Officer | Under 5% | 2019 |
| Katherine Kammerzell Vessenes Control | Chief Executive Officer, Principal And Chief Compliance Officer | Under 5% | 2013 |
| The Lady Liberty Trust Dated February 16, 2026 Control | Trust | Over 75% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Vestment Financial LLC manage?
Vestment Financial LLC reports $304.3 million in regulatory assets under management on its Form ADV.
How many employees does Vestment Financial LLC have?
Vestment Financial LLC reports 20 employees.
Where is Vestment Financial LLC located?
Vestment Financial LLC is based in Chanhassen, MN and has been SEC-registered since 2019.
Does Vestment Financial LLC disclose fund performance?
Vestment Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7935 Stone Creek Drive, Suite 120, Chanhassen, MN 55317 |
| Phone | (888) 256-6855 |
| Fax | (888) 394-5339 |
| Office hours | By Appointment |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$304.3M▲ 43%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 24%
More than 76% of 16,825 advisers
Assets under management
$304.3Mregulatory AUM
Discretionary $304.3M