Wealth Manager
    SEC Registered
    Manages Private Funds

    Vestia Personal Wealth Advisors

    Registered investment advisor · Fort Wayne, Indiana · CRD #290565

    Assets Under Management
    $1.1B
    Client Accounts
    3,987
    Employees
    31
    CRD Number
    290565
    Registration
    SEC Registered
    Custodian
    Fidelity Brokerage Services Llc, Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Vestia Personal Wealth Advisors

    Vestia Personal Wealth Advisors, with over 150 years of combined experience, manages $827.3 million in assets and serves over 500 client households. The firm is registered with the SEC and has a strong background in accounting and finance.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Vestia Personal Wealth Advisors

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Vestia Personal Wealth Advisors's AUM?

    Vestia Personal Wealth Advisors reports approximately $1.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Vestia Personal Wealth Advisors headquartered?

    Vestia Personal Wealth Advisors is headquartered in Fort Wayne, Indiana.

    What is Vestia Personal Wealth Advisors's CRD number?

    Vestia Personal Wealth Advisors's CRD number is 290565. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Vestia Personal Wealth Advisors manage?

    Vestia Personal Wealth Advisors manages approximately 3,987 client accounts according to its latest SEC filing.

    Is Vestia Personal Wealth Advisors SEC registered?

    Yes, Vestia Personal Wealth Advisors is registered with the SEC as an investment adviser with an approved registration status.

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