# Vestia Personal Wealth Advisors

> Vestia Personal Wealth Advisors is an SEC-registered investment advisory firm in Fort Wayne, IN, registered since 2017, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 22, 2026.

- CRD: 290565
- Filed as: VESTIA PERSONAL WEALTH ADVISORS
- Legal name: Vestia Advisors, LLC
- Also doing business as: VESTIA BROKERAGE, LLC, VESTIA CONTRACT NEGOTIATION, LLC, VESTIA INSURANCE, LLC, VESTIA RETIREMENT PLAN CONSULTANTS, VESTIA VENTURES, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fort Wayne, IN
- Filing period: October 2026
- Form ADV filing dated: September 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/290565
- AdvisorCensus page: https://advisorcensus.com/firm/vestia-personal-wealth-advisors-fort-wayne-in-290565

## Quick answers

**How is Vestia Personal Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Vestia Personal Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Vestia Personal Wealth Advisors located?**
Vestia Personal Wealth Advisors' principal office is in Fort Wayne, IN, according to its Form ADV; the October 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Vestia Personal Wealth Advisors registered with the SEC or a state?**
Vestia Personal Wealth Advisors is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 290565.

**How much does Vestia Personal Wealth Advisors manage?**
Vestia Personal Wealth Advisors reports $1,061,324,126 in regulatory assets under management in its Form ADV filing dated September 22, 2026 (100% discretionary).

**How have Vestia Personal Wealth Advisors' assets and staff changed since 2021?**
In the Form ADV data for Vestia Personal Wealth Advisors: Regulatory assets under management: $515,426,195 in the October 2021 data and $1,061,324,126 in the October 2026 data, up 106%. Total employees: 21 in October 2021 and 31 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Vestia Personal Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (3,105); individuals (other than high net worth individuals) (865); pension and profit sharing plans (but not the plan participants or government pension plans) (17).

**Which custodians does Vestia Personal Wealth Advisors use?**
Vestia Personal Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Vestia Personal Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/290565

**What changed in Vestia Personal Wealth Advisors' recent Form ADV filings?**
In the September 2026 filing data: No longer lists an office in Ponte Vedra, FL.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,061,324,126
- Discretionary: $1,061,324,126
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 865 | $71,104,207 |
| High net worth individuals | 3,105 | $966,435,510 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 17 | $23,784,409 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2017 (8 years)
- Employees: 31 total, 17 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AZ, CA, CO, FL, GA, IA, IL, IN, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, OH, OR, SC, TN, TX, UT, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Indianapolis, IN
- Nashville, TN
- Simpsonville, SC

### Websites listed on Form ADV (Item 1.I)
- vestiaadvisors.com
- vestiaretirement.com
- Facebook @VESTIAADVISORS
- Instagram @MEDMONEYMAVEN
- Instagram @VESTIAADVISORS
- Instagram @WINEANDWEALTHCHIC
- LinkedIn @VESTIAADVISORS
- YouTube @VESTIAADVISORS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $515,426,195 | 21 | September 10, 2021 |
| October 2022 | $576,816,378 | 22 | July 14, 2022 |
| October 2023 | $514,035,632 | 23 | August 3, 2023 |
| October 2024 | $668,440,248 | 23 | July 11, 2024 |
| October 2025 | $827,349,846 | 27 | March 28, 2025 |
| October 2026 | $1,061,324,126 | 31 | September 22, 2026 |

Regulatory assets under management: $515,426,195 in the October 2021 data and $1,061,324,126 in the October 2026 data, up 106%.
Total employees: 21 in October 2021 and 31 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- No longer lists an office in Ponte Vedra, FL.

### April 2026
- Employees performing advisory functions went from 18 to 17.
- Regulatory assets under management went from $827,349,846 to $1,061,324,126 (+28%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vestia Personal Wealth Advisors (CRD 290565): Form ADV filing data as of October 2026.