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| Vestgen Advisors LLC
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|---|---|
| CRD # | 318657 |
| SEC # | 801-123390 |
| CIK # | 0002050130 |
| AUM | 6,665.6 M (2026-05-15) |
| Employees | 165 (35% Investors, 24% Brokers) |
| Phone | 312-237-4446 |
| Address | 1 North Franklin Chicago, IL 60606 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Gaming & Leisure Properties Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Lilly Eli & Co | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Microsoft Corp | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 21,477 | 3.2 |
| (b) Individuals (high net worth individuals) | 1,313 | 3.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 22,790 | 6.7 |
| By Discretionary | ||
| Discretionary | 19,371 | 5.7 |
| Non-Discretionary | 3,419 | 1.0 |
| Total | 22,790 | 6.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.7 | |
| Total | 22,790 | 6.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002050130] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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