Allocator Index · CRD 290565
VESTIA PERSONAL WEALTH ADVISORS
Fort Wayne, IN · 877-669-1126 · linkedin.com/company/vestiaadvisors
Fit score
60
- hnw>=500+22
- aum $250M-$3.0B+22
- hnw_majority+8
- employees 3-60+8
HNW clients
3,105
Other individuals
865
HNW assets
$966.4M
Total AUM
$1.06B
Employees
31
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
None reported.