VESTIA PERSONAL WEALTH ADVISORS

RIASEC RegisteredEst. 2017

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 an LLC and SEC-registered since 2017. The firm serves both individual and family clients as well as institutional relationships, offering financial planning and portfolio management services across personal, small-business and institutional accounts. Its practice model blends fee-based work (percentage of AUM), hourly engagements and fixed-fee arrangements, and the firm also operates as a registered representative of a broker‑dealer and as an insurance broker. Advisory activities include financial planning, discretionary portfolio management for individuals and businesses, pension-related consulting work, and client education through newsletters and seminars. Vestia is not identified as an ESG-focused investor in the available data. Industry affiliations indicate roles beyond advisory work, including relationships with insurance companies and participation as sponsor, general partner or managing member of pooled investment vehicles.