Vestia Personal Wealth Advisors
Fort Wayne, IN·SEC-registered · CRD #290565
Vestia Personal Wealth Advisors is an SEC-registered investment advisory firm in Fort Wayne, IN managing $1.1B across 4.0k client accounts, with 17 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.1B
Client accounts
4.0k
Advisory staff
17
Fee model
Fee-based
How Vestia Personal Wealth Advisors is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Vestia Personal Wealth Advisors
How much does Vestia Personal Wealth Advisors manage?
Per its most recent SEC Form ADV filing (03/29/2026), Vestia Personal Wealth Advisors reports $1.1B in regulatory assets under management across roughly 4.0k client accounts.
How does Vestia Personal Wealth Advisors charge?
Vestia Personal Wealth Advisors is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Vestia Personal Wealth Advisors a fiduciary?
Yes. Vestia Personal Wealth Advisors is registered with the U.S. Securities and Exchange Commission (CRD #290565), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Vestia Personal Wealth Advisors taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Vestia Personal Wealth Advisors and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Fort Wayne, IN
Profile compiled from Vestia Personal Wealth Advisors's public SEC Form ADV filing (CRD #290565, filed 03/29/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Vestia Personal Wealth Advisors. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Vestia Personal Wealth Advisors? Claim this profile.