Vestia Personal Wealth Advisors
Vestia Personal Wealth Advisors, LLC is a registered investment adviser headquartered in Fort Wayne, Indiana. The firm was founded in 2017 and operates under the broader Vestia Holdings, LLC umbrella. Vestia specializes in customized financial planning, portfolio management, and business consulting services, serving primarily physicians, professionals, and high-net-worth individuals. With a staff dedicated to personal client attention, Vestia manages nearly $830 million across thousands of accounts and offers educational workshops and retirement plan consulting.
Investment Strategy
Vestia Personal Wealth Advisors employs a comprehensive, client-centered approach—beginning with a detailed assessment of each client's financial position and goals. Investment management generally utilizes discretionary portfolio management based on a blend of broad or focused investment vehicles, adjusted for market conditions and client preferences. The firm integrates financial planning with investment advice, offering flexibility for client constraints while aligning portfolios with long-term objectives. Their strategies incorporate ETFs, mutual funds, equities, and fixed income, aiming for diversified portfolios tailored to the specific needs of medical professionals and other clients.
Top Holdings
Equity Positions (99)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | 9.30% | $16.0M | 347,881 | $37.56 | $46.12 | +$1.9M |
D DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 9.26% | $16.0M | 422,740 | $33.88 | $38.57 | +$3.2M |
D DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | 8.32% | $14.4M | 437,726 | $27.10 | $32.79 | +$2.2M |
D DFAT | DIMENSIONAL U.S. TARGETED VALUE ETF | 6.33% | $10.9M | 187,759 | $51.43 | $58.21 | +$804.9K |
D DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | 6.31% | $10.9M | 243,449 | $39.93 | $44.69 | +$1.0M |