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

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