Alexander Sullivan
Vesteer Wealth Management · Charlottesville, Virginia
Alexander Sullivan is a fee-only financial advisor at Vesteer Wealth Management in Charlottesville, Virginia. Vesteer Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Vesteer Wealth Management |
|---|---|
| Based in | Charlottesville, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $24.2M across 74 accounts |
| SEC registration | Investment adviser representative in VA · CRD 7658153 |
| Exams passed | Series 65 (2022) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.vesteerwealth.com |
| Profile |
How Alexander's firm compares
- Vesteer Wealth Management's average account is about $328,000, from its Form ADV (assets managed divided by 74 accounts).
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Questions about Alexander
Is Alexander Sullivan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alexander holds no broker registration, and Vesteer Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alexander charge for financial advice?
Alexander's firm, Vesteer Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Alexander Sullivan based?
Alexander Sullivan is based in Charlottesville, Virginia.
Is Alexander Sullivan registered with the SEC?
Yes. Alexander Sullivan is registered as an investment adviser representative in VA (CRD 7658153), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Vesteer Wealth Management manage?
Vesteer Wealth Management reports $24.2M across 74 accounts in assets under management.
How do I contact Alexander Sullivan?
Through Alexander's website, www.vesteerwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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