Director · Vestia Personal Wealth Advisors
Thomas S. Martin
CRD 4532988 · Named on Form ADV at one SEC-registered adviser
At a glance
Vestia Personal Wealth Advisors, an SEC-registered wealth manager based in Fort Wayne, IN with $1.1 billion in regulatory assets, lists Thomas S. Martin on its Form ADV as Director, a control person.
Firms and roles
- Vestia Personal Wealth AdvisorsDirectorWealth manager · Fort Wayne, IN · $1.1B in regulatory assets
AtlasMembers
Thomas’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Bradlee M. QuickPresident and Chief Operating Officer, Vestia Personal Wealth Advisors
- Lauren L. OschmanChief Executive Officer, Vestia Personal Wealth Advisors
- Michael W. TrentChief Technology Officer, Vestia Personal Wealth Advisors
- Stacy L. SizemoreChief Compliance Officer, Vestia Personal Wealth Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Thomas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.