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VESTIA PERSONAL WEALTH ADVISORS

FORT WAYNE, IN · CRD 290565 · IAPD ↗ · 877-669-1126

$1.06BRegulatory AUM
17Advisory reps
31Employees
0Clients
251-500Planning clients
0Private funds
28States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — VESTIA PERSONAL WEALTH ADVISORS crossed $1B in regulatory AUM ($827.3M -> $1.06B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
71
April 2025 — VESTIA PERSONAL WEALTH ADVISORS grew from 15 to 18 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
64
April 2024 — VESTIA PERSONAL WEALTH ADVISORS reported RAUM up 30% ($514.0M -> $668.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.