← Back to searchVisit website
VESTIA PERSONAL WEALTH ADVISORS
VESTIA ADVISORS, LLC
CRD 290565 · SEC 801-112175
9121 ILLINOIS ROAD, SUITE 51, FORT WAYNE, IN, 46804, United States
Phone
877-669-1126
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.06B
Discretionary AUM
$1.06B
Team
31 total employees; 17 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 865 | $71.1M |
| High net worth individuals | 3105 | $966.4M |
| Pension/profit sharing plans | 17 | $23.8M |
States served
AL, AZ, CA, CO, GA, IL, IN, IA, LA, ME, MD, MA, MI, MN, NE, NC, OH, OR, SC, TN, UT, VA, WI, MO, WA, TX, NH, FL
All web addresses on file
- HTTPS://WWW.LINKEDIN.COM/COMPANY/VESTIAADVISORS
- HTTPS://WWW.FACEBOOK.COM/VESTIAADVISORS
- HTTPS://WWW.VESTIAADVISORS.COM
- HTTPS://VESTIARETIREMENT.COM
- HTTPS://WWW.YOUTUBE.COM/@VESTIAADVISORS
- HTTPS://WWW.INSTAGRAM.COM/MEDMONEYMAVEN/
- HTTPS://WWW.INSTAGRAM.COM/WINEANDWEALTHCHIC/
- HTTPS://WWW.INSTAGRAM.COM/VESTIAADVISORS/
Official SEC filing: View on IAPD