VESTIA ADVISORS, LLC

VESTIA PERSONAL WEALTH ADVISORS
FORT WAYNE, Indiana·9 registered advisors·CRD# 290565
SEC# 801-11217510877-669-1126
01

Firm Overview

AUM
$668M
Regulatory assets under management
Employees
23
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at VESTIA ADVISORS, LLC

9 registered advisors
Bradlee Marvin Quick
FORT WAYNE, Indiana
Cameron Donald Heasley
FORT WAYNE, Indiana
Forrest Michael Friedow
FORT WAYNE, Indiana
Jacquelyn Diane Denson
FORT WAYNE, Indiana
Kameron J Helmuth
FORT WAYNE, Indiana
Lauren Law Oschman
FORT WAYNE, Indiana
Michael William Trent
FORT WAYNE, Indiana
Sang Kill Lee
FORT WAYNE, Indiana
Stacy Leigh Sizemore
FORT WAYNE, Indiana
05

Office Locations

FORT WAYNE, Indiana
9 advisors

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Data sourced from SEC Form ADV filings. VESTIA ADVISORS, LLC (CRD# 290565) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.