VestGen Wealth Partners
TL;DR
Founded in 2003 as Wealth Management Group, VestGen provides investment management and planning to individuals, small businesses, trusts and high-net-worth clients.
$6.7 billion
Regulatory AUM
As of ADV filing 2026-09-11
22,790
Accounts / Clients
22,790 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
165
Team Size
employees, 58 advisory
4 yrs
Years Registered
First registered 2022
About VestGen Wealth Partners
Founded in 2003 as Wealth Management Group, VestGen provides investment management and planning to individuals, small businesses, trusts and high-net-worth clients.
Office: 1 North Franklin, Suite 1850, Chicago, IL 60606.
Best for: Clients wanting planning from a local advisor team that also offers brokerage and insurance
Fee model and designations stated on the guide
Fees plus commissionsPlanning designations named
Form ADV data
CRD318657
RegistrationSEC-registered
First registration2022
Regulatory AUM$6.7 billion
ADV filing date2026-09-11
Accounts22,790
Clients22,790 individual and high-net-worth clients
Employees165
Advisory employees58
Fee modelAdvisory fees; some advisors also earn brokerage commissions as registered representatives
MinimumNo prescribed minimum; individual advisors may set their own (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFP, ChFC, CFA, CPA and CRPC named on the team page
Source: SEC Investment Adviser Public Disclosure, CRD 318657, as of ADV filing 2026-09-11, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Chicago, IL (2026): rank 10 of 10
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