Vestia Personal Wealth Advisors

Vestia Personal Wealth Advisors (CRD# 290565) is a financial advisory firm headquartered in Fort Wayne, IN. They manage $668,440,248 in 3,325 accounts and serve the financial needs of clients across 28 states (or territories).

Current Firm Details
9121 Illinois Road, Suite 51, Fort Wayne, IN 46804
https://www.linkedin.com/company/vestiaadvisors
By the Numbers
  • Total Assets Under Management
    668
    MILLION
  • Total Number of Accounts
    3,325
    ACCOUNTS
  • Average Account Value
    $201,035
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, FL, GA, IA, IL, IN, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, OH, OR, SC, TN, TX, UT, VA, WA, WI

Financial Advisors at Vestia Personal Wealth Advisors
Showing 11 - 14 of 14 top financial advisors.
11
Michael Trent, financial advisor Fort Wayne IN
Michael W. Trent
CRD#: 6270229
9121 Illinois Road, Suite 51, Fort Wayne, IN 46804

Michael Trent (CRD# 6270229) is an Investment Advisor Representative working at Vestia Personal Wealth Advisors in Fort Wayne, IN and has over 10 years of experience in the finance industry.

12
Christy King, financial advisor Fort Wayne IN
Christy King
CRD#: 7135262
9121 Illinois Road, Suite 51, Fort Wayne, IN 46804

Christy King (CRD# 7135262) is an Investment Advisor Representative working at Vestia Personal Wealth Advisors in Fort Wayne, IN and has over 3 years of experience in the finance industry.

13
Kim Anh Pham, financial advisor Annapolis MD
Kim Anh T. Pham
CRD#: 7303685
Annapolis, MD

Kim Anh Pham (CRD# 7303685) is an Investment Advisor Representative working at Vestia Personal Wealth Advisors in Annapolis, MD and has over 2 years of experience in the finance industry.

14
Bradlee Quick, financial advisor Fort Wayne IN
Bradlee M. Quick
CRD#: 7160808
9121 Illinois Road, Suite 51, Fort Wayne, IN 46804

Bradlee Quick (CRD# 7160808) is an Investment Advisor Representative working at Vestia Personal Wealth Advisors in Fort Wayne, IN and has over 4 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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