Vestia Personal Wealth Advisors

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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.


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Firm Information

Feature Value
Rank (United States) Not Ranked
Advisors Directory View Directory
Avg Advisor Years Registered 6
Percentage of Advisors Trusted 25%
Minimum Investment $0
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

SEC data accurate as of 02/17/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use. Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.