VESTIA ADVISORS, LLC
Legal name: VESTIA PERSONAL WEALTH ADVISORS
CRD #290565 SEC #801-112175 FORT WAYNE, IN 877-669-1126
SEC Registered
Total AUM
$827.3M
Discretionary
$827.3M
Employees
27
Clients
251
Accounts
3,829
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $827.3M | $827.3M | $0 | 27 | 0 |
| Nov 2024 | $668.4M | $668.4M | $0 | 23 | 19 |
| Jul 2024 | $668.4M | $668.4M | $0 | 23 | 19 |
| Mar 2024 | $668.4M | $668.4M | $0 | 23 | 19 |
| Aug 2023 | $514M | $514M | $0 | 23 | 21 |
| Mar 2023 | $514M | $514M | $0 | 23 | 21 |
| Mar 2023 | $576.8M | $560.9M | $15.9M | 22 | 40 |
| Nov 2022 | $576.8M | $560.9M | $15.9M | 22 | 40 |
| Oct 2022 | $576.8M | $560.9M | $15.9M | 22 | 40 |
| Jul 2022 | $576.8M | $560.9M | $15.9M | 22 | 40 |
| Jun 2022 | $576.8M | $560.9M | $15.9M | 22 | 40 |
| Feb 2022 | $576.8M | $560.9M | $15.9M | 21 | 40 |
| Dec 2021 | $515.4M | $515.4M | $0 | 21 | 50 |
| Nov 2021 | $515.4M | $515.4M | $0 | 21 | 50 |
| Nov 2021 | $515.4M | $515.4M | $0 | 21 | 50 |
| Nov 2021 | $515.4M | $515.4M | $0 | 21 | 50 |
| Sep 2021 | $515.4M | $515.4M | $0 | 21 | 50 |
| May 2021 | $515.4M | $515.4M | $0 | 21 | 50 |
| Mar 2021 | $515.4M | $515.4M | $0 | 21 | 50 |
| Jun 2020 | $339.6M | $339.6M | $0 | 18 | 25 |
| Feb 2020 | $386.5M | $386.5M | $0 | 17 | 467 |
| Jan 2020 | $386.5M | $386.5M | $0 | 17 | 467 |
| Jan 2020 | $323.8M | $323.8M | $0 | 15 | 495 |
| Dec 2019 | $323.8M | $323.8M | $0 | 15 | 495 |
| Dec 2019 | $323.8M | $323.8M | $0 | 15 | 495 |
| Oct 2019 | $323.8M | $323.8M | $0 | 15 | 495 |
| Jul 2019 | $323.8M | $323.8M | $0 | 15 | 495 |
| May 2019 | $306.3M | $306.3M | $0 | 14 | 0 |
| May 2019 | $306.3M | $306.3M | $0 | 14 | 0 |
| Apr 2019 | $306.3M | $306.3M | $0 | 12 | 0 |
| Apr 2018 | $337.9M | $337.9M | $0 | 12 | 0 |
| Jan 2018 | $0 | $0 | $0 | 12 | 0 |
| Nov 2017 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$827.3M
Discretionary$827.3M
Non-Disc.$0
Employees27
Clients0
DateNov 2024
Total AUM$668.4M
Discretionary$668.4M
Non-Disc.$0
Employees23
Clients19
DateJul 2024
Total AUM$668.4M
Discretionary$668.4M
Non-Disc.$0
Employees23
Clients19
DateMar 2024
Total AUM$668.4M
Discretionary$668.4M
Non-Disc.$0
Employees23
Clients19
DateAug 2023
Total AUM$514M
Discretionary$514M
Non-Disc.$0
Employees23
Clients21
DateMar 2023
Total AUM$514M
Discretionary$514M
Non-Disc.$0
Employees23
Clients21
DateMar 2023
Total AUM$576.8M
Discretionary$560.9M
Non-Disc.$15.9M
Employees22
Clients40
DateNov 2022
Total AUM$576.8M
Discretionary$560.9M
Non-Disc.$15.9M
Employees22
Clients40
DateOct 2022
Total AUM$576.8M
Discretionary$560.9M
Non-Disc.$15.9M
Employees22
Clients40
DateJul 2022
Total AUM$576.8M
Discretionary$560.9M
Non-Disc.$15.9M
Employees22
Clients40
DateJun 2022
Total AUM$576.8M
Discretionary$560.9M
Non-Disc.$15.9M
Employees22
Clients40
DateFeb 2022
Total AUM$576.8M
Discretionary$560.9M
Non-Disc.$15.9M
Employees21
Clients40
DateDec 2021
Total AUM$515.4M
Discretionary$515.4M
Non-Disc.$0
Employees21
Clients50
DateNov 2021
Total AUM$515.4M
Discretionary$515.4M
Non-Disc.$0
Employees21
Clients50
DateNov 2021
Total AUM$515.4M
Discretionary$515.4M
Non-Disc.$0
Employees21
Clients50
DateNov 2021
Total AUM$515.4M
Discretionary$515.4M
Non-Disc.$0
Employees21
Clients50
DateSep 2021
Total AUM$515.4M
Discretionary$515.4M
Non-Disc.$0
Employees21
Clients50
DateMay 2021
Total AUM$515.4M
Discretionary$515.4M
Non-Disc.$0
Employees21
Clients50
DateMar 2021
Total AUM$515.4M
Discretionary$515.4M
Non-Disc.$0
Employees21
Clients50
DateJun 2020
Total AUM$339.6M
Discretionary$339.6M
Non-Disc.$0
Employees18
Clients25
DateFeb 2020
Total AUM$386.5M
Discretionary$386.5M
Non-Disc.$0
Employees17
Clients467
DateJan 2020
Total AUM$386.5M
Discretionary$386.5M
Non-Disc.$0
Employees17
Clients467
DateJan 2020
Total AUM$323.8M
Discretionary$323.8M
Non-Disc.$0
Employees15
Clients495
DateDec 2019
Total AUM$323.8M
Discretionary$323.8M
Non-Disc.$0
Employees15
Clients495
DateDec 2019
Total AUM$323.8M
Discretionary$323.8M
Non-Disc.$0
Employees15
Clients495
DateOct 2019
Total AUM$323.8M
Discretionary$323.8M
Non-Disc.$0
Employees15
Clients495
DateJul 2019
Total AUM$323.8M
Discretionary$323.8M
Non-Disc.$0
Employees15
Clients495
DateMay 2019
Total AUM$306.3M
Discretionary$306.3M
Non-Disc.$0
Employees14
Clients0
DateMay 2019
Total AUM$306.3M
Discretionary$306.3M
Non-Disc.$0
Employees14
Clients0
DateApr 2019
Total AUM$306.3M
Discretionary$306.3M
Non-Disc.$0
Employees12
Clients0
DateApr 2018
Total AUM$337.9M
Discretionary$337.9M
Non-Disc.$0
Employees12
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0