Data / Investment advisers / Minnesota / MD Financial Advisors / Vestment Financial
MD Financial Advisors / Vestment Financial, Chanhassen, MN: $304 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
MD Financial Advisors / Vestment Financial is an SEC registered investment adviser with its main office in Chanhassen, Minnesota and reports $304 million in regulatory assets under management in its Form ADV filed September 2, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch MD Financial Advisors / Vestment Financial (CRD number 168771): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 168771
- SEC file number
- 801-116812
- SEC status
- Approved, effective June 18, 2019
- Legal name
- Vestment Financial LLC
- Main office
- 7935 Stone Creek Drive Suite 120, Chanhassen, MN 55317
- Phone
- (888) 256-6855
- Website
- music.amazon.com
- Regulatory AUM
- $304,258,801 in the Form ADV filed September 2, 2026
- Discretionary AUM
- $304,258,801
- Accounts
- 2,679
- Employees
- 20, of which 11 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, other fees
- Other offices
- 14
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 2, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 198 | $246.8 million |
| Individuals (other than high net worth individuals) | 280 | $57.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $304.3 million | March 27, 2026 |
| December 1, 2025 | $243.2 million | October 31, 2025 |
Other advisers in Minnesota
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Vantage Point Wealth Management | Plymouth | $326.6 million | Not listed | adviserinfo.sec.gov |
| Legacy Financial Advisors Corporation | Bloomington | $317.7 million | Not listed | adviserinfo.sec.gov |
| Paradigm, Strategies in Wealth Management, LLC | Maple Grove | $313.7 million | Not listed | adviserinfo.sec.gov |
| Hunter Street Partners, LP | Wayzata | $313 million | 4 | adviserinfo.sec.gov |
| Iwealth | Waseca | $311.6 million | Not listed | adviserinfo.sec.gov |
| Oakwood Capital, Inc. | St. Louis Park | $304.2 million | Not listed | adviserinfo.sec.gov |
| FFP Wealth Management, LLC | Coon Rapids | $301.1 million | Not listed | adviserinfo.sec.gov |
| Guardian Wealth Advisors, LLC | St Louis Park | $300.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Minnesota
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- MD Financial Advisors / Vestment Financial on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.