Vestia Advisors, LLC
● SEC registered since 2017CRD 290565SEC# 801-112175Fort Wayne, IN
Reg. AUM
$1.06B
Employees
31
Accounts
3,987
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 $1.1 billion in regulatory assets under management and employs 31 people.
Vestia Advisors, LLC owners & executives
23 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradlee Marvin Quick Control | President And Chief Operating Officer | Under 5% | 2019 |
| Lauren Law Oschman Control | Chief Executive Officer | Under 5% | 2022 |
| Michael William Trent Control | Chief Technology Officer | Under 5% | 2022 |
See all 23 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Vestia Advisors, LLC manage?
Vestia Advisors, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Vestia Advisors, LLC have?
Vestia Advisors, LLC reports 31 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
| Address | 9121 Illinois Road, Suite 51, Fort Wayne, IN 46804 |
| Phone | 877-669-1126 |
| Office hours | By Appointment |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2033299 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.06B▲ 28%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 17%
More than 83% of 16,825 advisers
Assets under management
$1.06Bregulatory AUM
Discretionary $1.06B