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Financial ADVSR advisor directory · SEC adviser records

Vestia Personal Wealth Advisors financial advisors

Every SEC-registered investment adviser representative at Vestia Personal Wealth Advisors, by the state and city of the office they work from.

The short answer

21 registered advisors work at Vestia Personal Wealth Advisors, in 5 states and 6 cities; the most are in Fort Wayne, IN (14). 10 list the CFP designation and 5 are also registered broker representatives.

Search every Vestia Personal Wealth Advisors advisor by name →Who joined and left Vestia Personal Wealth Advisors →Vestia Personal Wealth Advisors: assets, clients and custodians →

Cities with the most Vestia Personal Wealth Advisors advisors

Fort Wayne, IN 14Indianapolis, IN 2Nashville, TN 2Annapolis, MD 1Gretna, NE 1St Louis, MO 1

Vestia Personal Wealth Advisors advisors by state

Vestia Personal Wealth Advisors in Indiana 16

Fort Wayne 14Indianapolis 2

Vestia Personal Wealth Advisors in Tennessee 2

Nashville 2

Vestia Personal Wealth Advisors in Maryland 1

Annapolis 1

Vestia Personal Wealth Advisors in Missouri 1

St Louis 1

Vestia Personal Wealth Advisors in Nebraska 1

Gretna 1

Questions

How many financial advisors does Vestia Personal Wealth Advisors have?

21 investment adviser representatives are registered with Vestia Personal Wealth Advisors, according to the SEC's Investment Adviser Public Disclosure records, in 5 states and 6 cities. 10 list the CFP designation and 5 are also registered as broker representatives.

Where does Vestia Personal Wealth Advisors have the most advisors?

Fort Wayne, IN, with 14 registered advisors, then Indianapolis, IN (2). By state, Indiana has the most, with 16.

How do I find a Vestia Personal Wealth Advisors financial advisor near me?

Pick your state below, then your city, to see every Vestia Personal Wealth Advisors advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Vestia Personal Wealth Advisors offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →