|
⚲
|
| Vestia Advisors LLC
✚
| |
|---|---|
| CRD # | 290565 |
| SEC # | 801-112175 |
| CIK # | |
| AUM | $668.4 MM (2024-07-11) |
| Employees | 23 (65% Investors, 13% Brokers) |
| Phone | 877-669-1126 |
| Address | 9121 Illinois Road Fort Wayne, IN 46804 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,122 | 88.3 |
| (b) Individuals (high net worth individuals) | 2,186 | 563.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 17 | 16.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,325 | 668.4 |
| By Discretionary | ||
| Discretionary | 3,325 | 668.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,325 | 668.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 668.4 | |
| Total | 3,325 | 668.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Hartford Financial Management Inc
✚
|
CT | 0.7 |
|
Paragon Advisors LLC
✚
|
TX | 0.7 |
|
Old Mission Investment Company LLC
✚
|
MI | 0.7 |
|
Emerald Advisors LLC
✚
|
WA | 0.7 |
|
Tennessee Valley Asset Management Partners LLC
✚
|
TN | 0.7 |
|
Brass Tax Wealth Management Inc
✚
|
OH | 0.7 |
|
Wade Financial Advisory Inc
✚
|
CA | 0.7 |
|
Premier Financial Group Inc
✚
|
CA | 0.7 |
|
Peak Wealth Solutions Inc
✚
|
OH | 0.7 |
|
Dechtman Wealth Management LLC
✚
|
CO | 0.7 |