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Vestia Advisors, LLC

● SEC registered since 2017CRD 290565SEC# 801-112175Fort Wayne, IN
Export (members)
Reg. AUM
$827.3M
Employees
27
Accounts
3,829
Location
Fort Wayne, IN

Vestia Advisors, LLC assets under management

Vestia Advisors, LLC is an investment advisory firm registered with the SEC based in Fort Wayne, IN. The firm has been registered since 2017. It reports $827.3 million in regulatory assets under management and employs 27 people.
www.linkedin.com/company/vestiaadvisorsView on SEC.gov ↗

Vestia Advisors, LLC owners & executives

23 reported
NameTitleOwnershipSince
Bradlee Marvin Quick ControlPresident And Chief Operating OfficerUnder 5%2019
Lauren Law Oschman ControlChief Executive OfficerUnder 5%2022
Michael William Trent ControlChief Technology OfficerUnder 5%2022
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Frequently asked questions

How much does Vestia Advisors, LLC manage?

Vestia Advisors, LLC reports $827.3 million in regulatory assets under management on its Form ADV.

How many employees does Vestia Advisors, LLC have?

Vestia Advisors, LLC reports 27 employees.

Where is Vestia Advisors, LLC located?

Vestia Advisors, LLC is based in Fort Wayne, IN and has been SEC-registered since 2017.

Does Vestia Advisors, LLC disclose fund performance?

Vestia Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9121 Illinois Road, Suite 51, Fort Wayne, IN 46804
Phone877-669-1126
Office hoursBy Appointment
SEC regionChicago Regional Office (CHRO)
CIK2033299
Discloses disciplinary historyNo

Assets under management

Discretionary$827.3M
Non-discretionary$0
Total (RAUM)$827.3M