Vestia Personal Wealth Advisors

Vestia Personal Wealth Advisors

Financial Services, 9121 Rd, Fort Wayne, Indiana, Illinois, 46804, United States, 11-50 Employees

vestia.com

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phone no Phone Number: +13*********

Who is VESTIA PERSONAL WEALTH ADVISORS

At Vestia, we believe real wealth isnt shown on a statement. As wealth advisors, we have a lot of important questions. We want to know what makes you smile when you wake up each morning a...

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  • 9121 Illinois Rd, Fort Wayne, Indiana, 46804, United States Headquarters: 9121 Illinois Rd, Fort Wayne, Indiana, 46804, United States
  • 2017 Date Founded: 2017
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $5 Million to $10 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from VESTIA PERSONAL WEALTH ADVISORS

Vestia Personal Wealth Advisors Org Chart and Mapping

Employees

Abbey Clark

Client Service Administrator

Forrest Friedow

Partner and Co-Chief Experience Officer

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Frequently Asked Questions Regarding Vestia Personal Wealth Advisors

Answer: Vestia Personal Wealth Advisors's headquarters are located at 9121 Rd, Fort Wayne, Indiana, Illinois, 46804, United States

Answer: Vestia Personal Wealth Advisors's phone number is +13*********

Answer: Vestia Personal Wealth Advisors's official website is https://vestia.com

Answer: Vestia Personal Wealth Advisors's revenue is $5 Million to $10 Million

Answer: Vestia Personal Wealth Advisors's SIC: 6282

Answer: Vestia Personal Wealth Advisors's NAICS: 523940

Answer: Vestia Personal Wealth Advisors has 11-50 employees

Answer: Vestia Personal Wealth Advisors is in Financial Services

Answer: Vestia Personal Wealth Advisors contact info: Phone number: +13********* Website: https://vestia.com

Answer: At Vestia, we believe real wealth isnt shown on a statement. As wealth advisors, we have a lot of important questions. We want to know what makes you smile when you wake up each morning and the memories that make you happy, cry or laugh. Most of all, we want to know what kind of life you want to build for the people who matter most. While some wealth advisors set their sights only on the sunset of your life, Vestia advisors would rather look at the bigger picture. We can help you make decisions and navigate complexities that make your life easier every day. And because everyones situation is entirely unique, we build every plan from scratch and provide the services you need. Our approach is focused on one thing: helping you live life to the fullest, no matter how fast your calendar fills up. Because at the end of the day and at the close of every chapter real wealth is measured in moments.TM - Investment advisory services offered through Vestia Wealth Advisors, LLC, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. - Securities offered through Ausdal Financial Partners, Inc., 5187 Utica Ridge Rd, Davenport, IA. 52807 (563)3262064. Member FINRA/SIPC. - Insurance brokerage service offered through Vestia Insurance, LLC (DBA Vestia Insurance Services and Vestia Benefit Solutions). - Contract negotiation services offered through Vestia Contract Negotiation, LLC. - Consulting services offered through Vestia Ventures, LLC. Ausdal Financial Partners, Inc. is independently owned and operated apart from the Vestia entities. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third-party sources and is believed to be reliable.

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