VESTIA PERSONAL WEALTH ADVISORS

9121 Illinois Road
Suite 51
Fort Wayne, Indiana 46804
Tel: 877-669-1126

About VESTIA PERSONAL WEALTH ADVISORS

VESTIA PERSONAL WEALTH ADVISORS, formally registered with the SEC as VESTIA PERSONAL WEALTH ADVISORS. The firm was established in 12/13/2017. They have over 11 offices throughout the country.

VESTIA PERSONAL WEALTH ADVISORS is a Fort Wayne, Indiana based Financial Planning firm with nearly $668,440,248 assets under management, offering retirement planning & investment advisory services to 3325 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	290565
SEC#	801-112175
Assets Managed by Firm	$668,440,248
No. of Clients	3325
No. of Advisors	23

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	3325	$668,440,248
Individuals (other than high net worth individuals)	1122	$88,300,721
High net worth individuals	2186	$563,436,528
Pension and profit sharing plans	17	$16,702,999

More Retirement Planning firms in Fort Wayne, Indiana:

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40/86 ADVISORS, INC. 11299 Illinois Street, Suite 200 Carmel, IN, 46032	$26,678,534,447	15	78
ONEAMERICA ASSET MANAGEMENT, LLC One American Square Indianapolis, IN, 46206	$25,872,395,406	10	37
OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$18,201,054,484	6270	150
SAPIENT CAPITAL LLC 401 Pennsylvania Pkwy, Suite 100 Indianapolis, IN, 46280	$11,439,805,300	5947	56
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC 111 Congressional Blvd., Suite 100 Carmel, IN, 46032	$4,946,760,100	2231	42

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