Vestia Personal Wealth Advisors

$1.06BAssets under management
as of Sep 2026 · SEC Form ADV
Fort Wayne, IN
Visit websiteLinkedIn
22 people on Advicer connected to this.

Tech stack

No one at Vestia Personal Wealth Advisors has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Vestia Personal Wealth Advisors's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $316M held · filed Nov 2024
Schwab
Per Form ADV · $233M held · filed Nov 2024