Vestia Personal Wealth Advisors

RIASEC Registered

Total AUM

$1.1B

Discretionary

$1.1B

100% of AUM

Avg account

$266K

Accounts

3,987

Employees

Advisory reps

Firm details

Headquarters: Fort Wayne, Indiana
CRD number: 290565
Registered since: December 13, 2017
Website: www.vestiaadvisors.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI91.06%
Individuals6.7%
Pension & Profit Sharing Plans2.24%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Vestia Personal Wealth Advisors is an independent registered investment adviser organized as a limited liability company. The firm is SEC-registered and began that registration in 2017. Ownership is a combination of a domestic entity and individual owners. Vestia serves both individuals and families as well as institutional clients and charges a mix of percentage-of-AUM, hourly, and fixed fees. Its advisory lineup includes comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and client education through publications and workshops. The firm also conducts broker-dealer registered representative activities and insurance brokerage. Vestia does not identify as an active ESG investor and does not operate as a capital allocator; instead it places alternative exposure through external third-party managers.