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Last updated: February 17th, 2020. Data source: SEC filings.
Vestia Personal Wealth Advisors, federally registered in 2017, is a Registered Investment Advisor (RIA) in 22 state(s) with a licensed staff of 11 advisors. Vestia Personal Wealth Advisors manages $386.5 million and provides investment advisory services for 467 clients (1:43 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Not Ranked|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||6|
|Percentage of Advisors Trusted||25%|
|Average Client Balance||$827,547|
|Total AUM||$386.5 million|
|Advisor / Client Ratio||1:43|
|Headquarters||Fort Wayne, IN|
|SEC Filings||View SEC IAPD CRD #290565|
|State(s) Registered||AL, AZ, CA, FL, GA, IL, IN, KY, LA, MI, MN, MO, NE, NH, NC, OH, TN, TX, UT, VA, WA, WI|