Vestia Personal Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fort Wayne, IN. Its latest Form ADV filing, dated March 29, 2026, reports $1.1B in regulatory assets under management, 31 employees, 9 offices, and 3,987 accounts.
Assets Under Management
$1.1B
Employees
31
Offices
9 offices
Total Clients
3,987
Primary office
FORT WAYNE, IN
9121 ILLINOIS ROAD, SUITE 51, FORT WAYNE, IN, United States
Top client segmentHNWI represent 77.9% of total clients.
Top client categories% of clientsClients
1
HNWI
77.9%
3,105
2
Individuals
21.7%
865
3
Pension Plans
0.4%
17
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 29, 2026
Discretionary100.0%
$1.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.1B
Total Accounts3,987
10Y AUM Change+$1.1B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees31
Clients per Employee129:1
10Y Employee Change+30 (+3000.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.