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Building 2VESTIA PERSONAL WEALTH ADVISORS

Map pinFORT WAYNE, IN
Phone877-669-1126
NotebookSEC #801-112175
Total AUM
$1.1B
Employees
31
Clients
3,987

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9121 ILLINOIS ROAD
SUITE 51
FORT WAYNE
IN 46804
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
877-669-1126
Other Offices
9

ReceiptFinancials

Total AUM
$1.1B
Accounts
3,987
Discretionary
$1.1B
Accounts
3,987
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
865
AUM
$71.1M
HNW Individual Clients
3,105
AUM
$966.4M
Pension/Profit Sharing Plan Clients
17
AUM
$23.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOFLGAIAILINLAMAMDMEMIMNMONCNENHOHORSCTNTXUTVAWAWI

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.

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