Vestia Personal Wealth Advisors

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Trust Score 85%
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Vestia Personal Wealth Advisors, federally registered in 2017, is a Registered Investment Advisor (RIA) in 23 state(s) with a licensed staff of 9 advisors. Vestia Personal Wealth Advisors manages $323.8 million and provides investment advisory services for 497 clients (1:56 advisor/client ratio). This firm does not have a disciplinary history.

Last updated: September 21st, 2019. Data source: SEC filings.

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Firm Information


Feature Value
Rank (United States) 5,337 / 7,646
Top Advisors View Advisors
Minimum Investment $0
Average Client Balance $651,570
Dually-Registered No
Disciplinary History No
Total AUM $323.8 million
Advisor / Client Ratio 1:56
Headquarters Fort Wayne, IN
SEC Filings Forms and Brochures    (CRD # 290565)
State(s) Registered AL, AZ, AR, CA, FL, GA, IL, IN, IA, KY, LA, MD, MI, MO, NV, NC, OH, OK, TN, TX, UT, VI, WA, WI


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