Vestia Personal Wealth Advisors

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Client assets under management

$1,037,539,717

Clients

3,970

78% high-net worth

Advisors

of 31 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

209

Very High

Average account size

$261,345

Client services

Financial planning Portfolio management Pension consulting Newsletters or periodicals Educational seminars or workshops

Main office location

Vestia Personal Wealth Advisors

9121 Illinois Road, Suite 51

Fort Wayne IN 46804, United States

Number of offices

Most active in

Alabama · Arizona · California · Colorado · Florida · Georgia · Illinois · Indiana · Iowa · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Nebraska · New Hampshire · North Carolina · Ohio · Oregon · South Carolina · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Instagram YouTube Website 877-669-1126

Advisors at this firm

Jacquelyn D

CFP®, Series 66

Gretna, NE

Vestia Personal Wealth Advisors

Christy K

Series 65

Ponte Vedra, FL

Vestia Personal Wealth Advisors

Brandon S

Series 66

Fort Wayne, IN

Vestia Personal Wealth Advisors

Nikole M

Series 66

Fort Wayne, IN

Vestia Personal Wealth Advisors

Bradlee Q

Series 65

Fort Wayne, IN

Vestia Personal Wealth Advisors

Kim Anh P

CFP®, Series 65

Annapolis, MD

Vestia Personal Wealth Advisors

Christopher R

CFP®, Series 66

Simpsonville, SC

Vestia Personal Wealth Advisors

Katelyn D

CFP®, Series 63, Series 65

Nashville, TN

Vestia Personal Wealth Advisors

Joseph M

Series 66

St Louis, MO

Vestia Personal Wealth Advisors

Lindsey H

Series 66

Fort Wayne, IN

Vestia Personal Wealth Advisors

Colin S

Series 63, Series 65

Fort Wayne, IN

Vestia Personal Wealth Advisors

Thomas M

CFP®, Series 66

Fort Wayne, IN

Vestia Personal Wealth Advisors

Luke W

Series 65

Fort Wayne, IN

Vestia Personal Wealth Advisors

Lauren O

CFP®, Series 66

Nashville, TN

Vestia Personal Wealth Advisors

Michael T

CFP®, Series 66

Fort Wayne, IN

Vestia Personal Wealth Advisors

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