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⚲
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| Vestia Advisors LLC
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|
|
|---|---|
| CRD # | 290565 |
| SEC # | 801-112175 |
| CIK # | 0002033299 |
| AUM | $1.1 B (2026-03-29) |
| Employees | 31 (55% Investors, 13% Brokers) |
| Phone | 877-669-1126 |
| Address | 9121 Illinois Road Fort Wayne, IN 46804 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.6 | ||
| Nvidia Corp | 1.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 865 | 71.1 |
| (b) Individuals (high net worth individuals) | 3,105 | 966.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 17 | 23.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,987 | 1,061.3 |
| By Discretionary | ||
| Discretionary | 3,987 | 1,061.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,987 | 1,061.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,061.3 | |
| Total | 3,987 | 1,061.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002033299] |
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|---|---|---|
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Hendershot Investments Inc
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1.1 | |
|
Ategenos Capital LLC
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VT | 1.1 |
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IL | 1.0 |
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AZ | 1.0 |
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CA | 1.0 |
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Paragon Advisors LLC
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TX | 1.0 |