VESTIA PERSONAL WEALTH ADVISORS of FORT WAYNE, IN is an SEC-registered investment adviser (CRD 290565). Regulatory assets under management: $1.1B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Corporations.
| Name | Role | Location |
|---|---|---|
| Martin E Scott | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; DIRECTOR (+1 more) | Sunnyvale, CA |
| Stacy Leigh Sizemore | CHIEF COMPLIANCE OFFICER | — |
| Thomas Scott Martin | DIRECTOR; MANAGING MEMBER | — |
| Michael William Trent | CHIEF TECHNOLOGY OFFICER; MANAGING MEMBER | — |
| Lauren Law Oschman | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER | — |
| Cameron Donald Heasley | MANAGING MEMBER | — |
| Sang Kill Lee | MINORITY MEMBER | — |
| Bradlee Marvin Quick | MANAGING MEMBER; PRESIDENT AND CHIEF OPERATING OFFICER | — |
| Forrest Michael Friedow | MANAGING MEMBER | — |
| Kameron J Helmuth | MANAGING MEMBER | — |
| Jacquelyn Diane Denson | MANAGING MEMBER | — |
| CASTLEMAN MEGAN LOUISE | CHIEF COMPLIANCE OFFICER | — |
| PARKER CHAD WILLIAM | MANAGING MEMBER | — |
| TRENT MICHAEL WILLIAM | CHIEF TECHNOLOGY OFFICER; MANAGING MEMBER | — |
| OSCHMAN LAUREN LAW | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER | — |
| HEASLEY CAMERON DONALD | MANAGING MEMBER | — |
| LEE SANG KILL | MINORITY MEMBER | — |
| SIZEMORE STACY LEIGH | CHIEF COMPLIANCE OFFICER | — |
| FRIEDOW FORREST MICHAEL | MANAGING MEMBER | — |
| Quick Bradlee Marvin | MANAGING MEMBER; PRESIDENT; PRESIDENT AND CHIEF OPERATING OFFICER | — |
| HELMUTH KAMERON J | MANAGING MEMBER | — |
| DENSON JACQUELYN DIANE | MANAGING MEMBER | — |