Vestia Personal Wealth Advisors
Firm details
- Headquarters
- Fort Wayne, Indiana
- CRD number
- 290565
- Registered since
- December 13, 2017
- Website
- www.vestiaadvisors.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI91.06%
- Individuals6.7%
- Pension & Profit Sharing Plans2.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Vestia Personal Wealth Advisors is an independent, SEC-registered registered investment adviser organized as an LLC and active since 2017. The firm serves both individual/family and institutional clients and offers fee arrangements that include a percentage of AUM, hourly billing and fixed fees. In addition to advisory services, Vestia operates as a registered representative of a broker-dealer and as an insurance broker. Advisory capabilities listed include comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting-related services, and client education through newsletters and seminars. The firm does not identify as an active ESG investor and is not flagged as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds86%
- Other8%
- Exchange Traded Equities4%
- Investment Grade Corp Bonds4%
- Cash & Cash Equivalents2%
Owners & executives
3 of 3
Lauren Oschman
PARTNER & CHIEF EXECUTIVE OFFICERCRD 5679713
Bradlee Quick
Partner and Chief Operating OfficerCRD 7160808
Stacy Sizemore
Chief Compliance OfficerCRD 4052029
Contacts
3 of 20
Christy King
Support AdvisorCRD 7135262
Andrea Fletcher
Financial AdvisorCRD 5552803
Emma Bontrager
Support AdvisorCRD 8260720
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 87Active vs passive
$267M in ETFs
19%
$50M
77%
$217M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $26.1M | 722,749 | 9.77% |
Location
Fort Wayne, IN
Allen
Location
Fort Wayne, IN
Headquartered in Fort Wayne, IN, anchoring the Fort Wayne-Huntington-Auburn, IN metro in the Midwest.
- Metro area
- Fort Wayne-Huntington-Auburn, IN
- Region
- Midwest
- County
- Allen
- Address
- 9121 Illinois Rd
- Time zone
- ET (UTC-5)
- Office locations
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