Vestia Personal Wealth Advisors

Firm record

As recorded in SEC IAPD

Firm CRD

290565

SEC number

801-112175

Firm type

RIA

Assets under management

$1.1B as of Mar 29, 2026

Website

www.linkedin.com/COMPANY/VESTIAADVISORS ↗

Phone

877-669-1126

Address

9121 Illinois Road, Fort Wayne, IN, 46804

Advisors at this firm

21 in our index · page 1 of 1

• Emma Yoder BontragerCRD 8260720 · Fort Wayne, IN
  IA Registered
• Jennifer Anne ChatfieldCRD 4908066 · St Louis, MO
  IA RegisteredBroker
• Laurie Grace CortnerCRD 7419054 · Nashville, TN
  IA Registered
• Jacquelyn Diane DensonCRD 6007474 · Gretna, NE
  IA RegisteredRegistration inactive
• Katelyn Deere DunstanCRD 7380052 · Nashville, TN
  IA RegisteredBroker
• Forrest Michael FriedowCRD 4256173 · Los Angeles, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Lindsey Michelle HansonCRD 6118656 · Fort Wayne, IN
  IA RegisteredBroker
• Cameron Donald HeasleyCRD 5664519 · Indianapolis, IN
  IA RegisteredRegistration inactive
• Kameron J HelmuthCRD 6007191 · Fort Wayne, IN
  IA RegisteredRegistration inactive
• Christy KingCRD 7135262 · Ponte Vedra, FL
  IA Registered
• Joseph A MetcalfCRD 5056429 · St Louis, MO
  IA RegisteredRegistration inactive
• Thomas Scott MartinCRD 4532988 · Fort Wayne, IN
  IA RegisteredRegistration inactive
• Nikole L MiddletonCRD 6889230 · Fort Wayne, IN
  IA RegisteredRegistration inactive
• Lauren Law OschmanCRD 5679713 · Nashville, TN
  IA RegisteredBroker
• Kim Anh Thi PhamCRD 7303685 · Annapolis, MD
  IA Registered
• Bradlee Marvin QuickCRD 7160808 · Fort Wayne, IN
  IA Registered
• Christopher David RobbinsCRD 6626919 · Simpsonville, SC
  IA RegisteredRegistration inactive
• Brandon Scott SickmillerCRD 7341173 · Fort Wayne, IN
  IA RegisteredRegistration inactive
• Colin Douglas SnyderCRD 7839128 · Fort Wayne, IN
  IA RegisteredRegistration inactive
• Michael William TrentCRD 6270229 · Fort Wayne, IN
  IA RegisteredRegistration inactive
• Luke Bradley WaltersCRD 7952737 · Indianapolis, IN
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.