Vestia Personal Wealth Advisors

DBA: Vestia Advisors, Llc

9121 ILLINOIS ROAD, Fort Wayne, Indiana 46804

SEC CRD#290565
Last ADV filed: 03/28/2025
Verified Fiduciary

Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.

Clean Disciplinary Record

No criminal, civil, or regulatory disclosures found in SEC or FINRA records.

Additional Compensation Disclosed

This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.

Fee Structure

AUM-Based Fee0.50%of assets under management
Hourly Rate$100-$500 per hourper hour

Detailed Fee Schedule

would be assessed 0.50% on the first $2 million and the remaining $500,000 would be assessed; 0.25%. For the benefit of discounting our asset-based fee, we will aggregate accounts within the

Source: Form ADV Part 2 Brochure
Compensation methods:
Percentage of AUMHourly feesFixed fees

Compensation Transparency

  • Also registered with a broker-dealer
  • Also offers proprietary investment products

These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.

Vestia Personal Wealth Advisors — Fiduciary Advisor Profile | FiduciaryListings