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| Vestment Financial LLC
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|---|---|
| CRD # | 168771 |
| SEC # | 801-116812 |
| CIK # | 0002056705 |
| AUM | 304.3 M (2026-06-16) |
| Employees | 20 (55% Investors, 0% Brokers) |
| Phone | 888-256-6855 |
| Address | 7935 Stone Creek Drive Chanhassen, MN 55317 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lowes Companies Inc | 1.0 | ||
| Apple Inc | 0.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 280 | 57.4 |
| (b) Individuals (high net worth individuals) | 198 | 246.8 |
| (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 | 2,679 | 304.3 |
| By Discretionary | ||
| Discretionary | 2,679 | 304.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,679 | 304.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 304.3 | |
| Total | 2,679 | 304.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002056705] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 43 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Broadview Wealth Partners LLC
✚
|
CO | 304.7 M |
|
Black Cypress Capital Management LLC
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304.6 M | |
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Hergenroeder Financial Advisors Inc
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Nautilus Advisors LLC
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Oakwood Capital Inc
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Wise Wealth LLC
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MO | 304.2 M |
|
Thryve Wealth Management LLC
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CA | 304.0 M |
|
Signature Resources Capital Management LLC
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CA | 303.9 M |
|
GBC Investment Group LLC
✚
|
303.9 M |