VESTIA ADVISORS, LLC

VESTIA PERSONAL WEALTH ADVISORS
FORT WAYNE, Indiana·7 registered advisors·CRD# 290565
SEC# 801-11217510877-669-1126
01

Firm Overview

AUM
$668M
Regulatory assets under management
Employees
23
Total firm employees
Advisors
7
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

7 registered advisors
Bradlee Marvin Quick
FORT WAYNE, Indiana
Cameron Donald Heasley
FORT WAYNE, Indiana
CFP
Forrest Michael Friedow
FORT WAYNE, Indiana
Jacquelyn Diane Denson
FORT WAYNE, Indiana
CFP
Kameron J Helmuth
FORT WAYNE, Indiana
CFP
Lauren Law Oschman
FORT WAYNE, Indiana
CFP
Michael William Trent
FORT WAYNE, Indiana
CFP
05

Office Locations

FORT WAYNE, Indiana
7 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.