About Vestia Personal Wealth Advisors
<p>Investment advice and wealth management are the focus at Vestia Personal Wealth Advisors, a registered investment advisor (RIA) that works with physicians and high-net-worth individuals nationwide. Founded in 2018, the firm has 23 employees and offices in Fort Wayne (headquarters) in northeast Indiana, plus locations in the Indianapolis metro and Nashville.</p> <p>Vestia provides fiduciary advice and offers planning and investment management through a percentage-of-AUM fee schedule as well as hourly and fixed-fee arrangements. The firm reports $0.8B in assets under management (2026) and serves over 500 client households across various states.</p> <p>For employers that sponsor retirement plans, Vestia acts as a 3(21) fiduciary, working alongside other <a href="/plan-advisors">plan advisors</a> and <a href="/retirement-plans">retirement plan providers</a>. One differentiator is its mix of multi-office support across Indiana and Tennessee with a practice built around physicians’ planning needs.</p> <ul> <li>Registered investment advisor (RIA) founded in 2018</li> <li>Offices: Fort Wayne, IN (HQ); Indianapolis, IN; Nashville, TN</li> <li>Team includes CFP®, ChFC®, AAMS®, and CEPA® credentials</li> <li>Services include portfolio management, financial planning, consulting, and financial education</li> <li>Retirement plan role: 3(21) fiduciary advisor</li> </ul>
Website: https://www.vestiaadvisors.com/
Founded: 2018
Employees: 23
Office Locations
- Fort Wayne, IN (Headquarters)
- Nashville, TN
- Indianapolis, IN
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $827.3M
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| SCPMG KEOGH PLAN | SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP, CA | $7.9B | 11,088 |
| THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS | SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP, CA | $6.5B | 18,579 |
| IU HEALTH 401(K) SAVINGS PLAN | INDIANA UNIVERSITY HEALTH INC., IN | $4.5B | 40,158 |
| PENN STATE HEALTH 401(K) SAVINGS PLAN | PENN STATE HEALTH, PA | $2.9B | 15,720 |
| WELLSPAN 403(B) RETIREMENT SAVINGS PLAN | WELLSPAN HEALTH, PA | $2.6B | 21,551 |
| THE MEDICAL COLLEGE OF WISCONSIN, INC. RETIREMENT PLAN | THE MEDICAL COLLEGE OF WISCONSIN, INC., WI | $2.6B | 6,844 |
| ESSENTIA HEALTH RETIREMENT PLAN | ESSENTIA HEALTH, MN | $2.2B | 16,170 |
| TRIHEALTH 401(K) RETIREMENT SAVINGS PLAN | TRIHEALTH, INC., OH | $1.4B | 12,897 |
| MULTICARE HEALTH SYSTEM 403(B) EMPLOYEE SAVINGS PLAN | MULTICARE HEALTH SYSTEM, WA | $1.2B | 16,756 |
| MULTICARE HEALTH SYSTEM RETIREMENT ACCOUNT PLAN | MULTICARE HEALTH SYSTEM, WA | $562M | 12,528 |
| ORTHOPAEDICS NORTHEAST, PC PROFIT SHARING PLAN | ORTHOPAEDICS NORTHEAST, PC, IN | $104M | 339 |
| MEDWORKS, INC. RETIREMENT SAVINGS PLAN | MEDWORKS, INC., IN | $45M | 354 |
| FORT WAYNE MEDICAL ONCOLOGY AND HEMATOLOGY, INC. 401(K) PLAN | FORT WAYNE MEDICAL ONCOLOGY AND HEMATOLOGY, INC., IN | $38M | 170 |