# VESTIA PERSONAL WEALTH ADVISORS

VESTIA PERSONAL WEALTH ADVISORS of FORT WAYNE, IN is an SEC-registered investment adviser.

## Registration

- CRD: 290565
- Type: SEC-registered investment adviser
- SEC file number: 801-112175
- Location: 9121 ILLINOIS ROAD, FORT WAYNE, IN, 46804
- Phone: 877-669-1126
- Latest filing: 2026-03-29
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.1B
- Clients: 31
- Accounts: 3,987

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Corporations

## Officers, owners & control persons (22)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/290565/brochure
- Similar advisers: https://search.stillhousedata.com/firm/290565/similar
- Related entities: https://search.stillhousedata.com/firm/290565/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/290565

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.