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Vestia Personal Wealth Advisors
Vestia Personal Wealth Advisors is an SEC-registered investment adviser in Fort Wayne, IN, registered since 2017. The firm manages approximately $1.1 billion...
Overview
Vestia Personal Wealth Advisors is an SEC-registered investment adviser in Fort Wayne, IN, registered since 2017. The firm manages approximately $1.1 billion in regulatory assets. It has 31 employees and 17 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2018
Location
Region
North America
Country
United States
City
Fort Wayne
Corporate office
Fort Wayne, IN, United States
Frequently asked questions
Does Vestia have any institutional or foundation clients?
No. The firm's regulatory disclosure states its client base consists solely of individuals and high-net-worth individuals. There is no indication of pension fund, endowment, foundation, or corporate client relationships. Vestia remains exclusively a retail-oriented personal wealth advisory practice.
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