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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Vestia Advisors LLC
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|---|---|
| CRD # | 290565 |
| SEC # | 801-112175 |
| CIK # | 0002033299 |
| AUM | $827.3 M (2025-03-28) |
| Employees | 27 (67% Investors, 19% Brokers) |
| Phone | 877-669-1126 |
| Address | 9121 Illinois Road Fort Wayne, IN 46804 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 1.9 | ||
| Microsoft Corp | 1.3 | ||
| Nvidia Corp | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,056 | 79.5 |
| (b) Individuals (high net worth individuals) | 2,754 | 729.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 19 | 18.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,829 | 827.3 |
| By Discretionary | ||
| Discretionary | 3,829 | 827.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,829 | 827.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 827.3 | |
| Total | 3,829 | 827.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002033299] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Breakwater Capital Group
✚
|
NJ | 0.8 |
|
Legacy Financial Group LLC
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|
IA | 0.8 |
|
Riskbridge Advisors LLC
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CT | 0.8 |
|
Intelligence Driven Advisers LLC
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CA | 0.8 |
|
Castlekeep Investment Advisors LLC
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|
CT | 0.8 |
|
KMH Wealth Management LLC
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TX | 0.8 |
|
McLean Asset Management Corporation
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|
VA | 0.8 |
|
McRae Capital Management Inc
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|
NJ | 0.8 |
|
Prevail Innovative Wealth Advisors LLC
✚
|
KS | 0.8 |
|
Clayton Financial Services Inc
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|
KS | 0.8 |