VESTGEN ADVISORS, LLC
CRD #318657 SEC #801-123390 INVERNESS, IL 312-237-4446
SEC Registered
Total AUM
$3.5B
Discretionary
$3.5B
Employees
115
Clients
--
Accounts
9,800
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $3.5B | $3.5B | $35K | 115 | 0 |
| May 2025 | $3.5B | $3.5B | $35K | 100 | 0 |
| Mar 2025 | $3.5B | $3.5B | $35K | 100 | 0 |
| Jan 2025 | $660.3M | $660.3M | $0 | 75 | 8 |
| Jan 2025 | $660.3M | $660.3M | $0 | 75 | 8 |
| Dec 2024 | $660.3M | $660.3M | $0 | 75 | 8 |
| Nov 2024 | $660.3M | $660.3M | $0 | 50 | 8 |
| Oct 2024 | $660.3M | $660.3M | $0 | 30 | 8 |
| Oct 2024 | $660.3M | $660.3M | $0 | 30 | 8 |
| Oct 2024 | $660.3M | $660.3M | $0 | 30 | 8 |
| Sep 2024 | $660.3M | $660.3M | $0 | 7 | 8 |
| Jun 2024 | $660.3M | $660.3M | $0 | 7 | 8 |
| Mar 2024 | $660.3M | $660.3M | $0 | 7 | 8 |
| Nov 2023 | $528.1M | $528.1M | $0 | 7 | 5 |
| Sep 2023 | $528.1M | $528.1M | $0 | 7 | 5 |
| Mar 2023 | $528.1M | $528.1M | $0 | 7 | 5 |
| Jul 2022 | $303M | $303M | $14.7K | 6 | 0 |
| Jul 2022 | $303M | $303M | $14.7K | 6 | 0 |
DateJul 2025
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$35K
Employees115
Clients0
DateMay 2025
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$35K
Employees100
Clients0
DateMar 2025
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$35K
Employees100
Clients0
DateJan 2025
Total AUM$660.3M
Discretionary$660.3M
Non-Disc.$0
Employees75
Clients8
DateJan 2025
Total AUM$660.3M
Discretionary$660.3M
Non-Disc.$0
Employees75
Clients8
DateDec 2024
Total AUM$660.3M
Discretionary$660.3M
Non-Disc.$0
Employees75
Clients8
DateNov 2024
Total AUM$660.3M
Discretionary$660.3M
Non-Disc.$0
Employees50
Clients8
DateOct 2024
Total AUM$660.3M
Discretionary$660.3M
Non-Disc.$0
Employees30
Clients8
DateOct 2024
Total AUM$660.3M
Discretionary$660.3M
Non-Disc.$0
Employees30
Clients8
DateOct 2024
Total AUM$660.3M
Discretionary$660.3M
Non-Disc.$0
Employees30
Clients8
DateSep 2024
Total AUM$660.3M
Discretionary$660.3M
Non-Disc.$0
Employees7
Clients8
DateJun 2024
Total AUM$660.3M
Discretionary$660.3M
Non-Disc.$0
Employees7
Clients8
DateMar 2024
Total AUM$660.3M
Discretionary$660.3M
Non-Disc.$0
Employees7
Clients8
DateNov 2023
Total AUM$528.1M
Discretionary$528.1M
Non-Disc.$0
Employees7
Clients5
DateSep 2023
Total AUM$528.1M
Discretionary$528.1M
Non-Disc.$0
Employees7
Clients5
DateMar 2023
Total AUM$528.1M
Discretionary$528.1M
Non-Disc.$0
Employees7
Clients5
DateJul 2022
Total AUM$303M
Discretionary$303M
Non-Disc.$14.7K
Employees6
Clients0
DateJul 2022
Total AUM$303M
Discretionary$303M
Non-Disc.$14.7K
Employees6
Clients0