# VESTGEN ADVISORS, LLC

VESTGEN ADVISORS, LLC of CHICAGO, IL is an SEC-registered investment adviser.

## Registration

- CRD: 318657
- Type: SEC-registered investment adviser
- SEC file number: 801-123390
- Location: 1 NORTH FRANKLIN, CHICAGO, IL, 60606
- Phone: 312-237-4446
- Latest filing: 2026-08-05
- Regulatory AUM: $6.7B
- Discretionary AUM: $5.7B
- Non-discretionary AUM: $999.8M
- Clients: 165
- Accounts: 22,790

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| Donald Williams | DIRECTOR, OPERATIONS | Carlsbad, CA |
| Gerry David | CHIEF EXECUTIVE OFFICER - VESTGEN WEALTH PARTNERS HOLDINGS, LLC | Bentonville, AR |
| Timothy Bernard Woods | CHIEF COMPLIANCE OFFICER | — |
| Joshua David Gerry | CHIEF EXECUTIVE OFFICER - VESTGEN WEALTH PARTNERS HOLDINGS, LLC | — |
| Ferian Nickelson | CHIEF OPERATING OFFICER | — |
| Thomas James Ericson | SENIOR COMPLIANCE OFFICER | — |
| Cathleen Sayers | DIRECTOR, OPERATIONS | — |
| WOODS TIMOTHY BERNARD | CHIEF COMPLIANCE OFFICER | — |
| BOLANOS CRAIG GEORGE | CEO; HOME OFFICE PRINCIPAL | — |
| BOLANOS LESLIE MARIE | COO/CCO | — |
| Nickelson Ferian | CHIEF OPERATING OFFICER | — |
| Jason Hanavan | CHIEF EXECUTIVE OFFICER, VESTGEN WEALTH PARTNERS HOLDINGS, LLC | — |
| Patrick Michael Curran | SENIOR COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/318657/brochure
- Similar advisers: https://search.stillhousedata.com/firm/318657/similar
- Related entities: https://search.stillhousedata.com/firm/318657/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/318657

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.