Vestia Personal Wealth Advisors

Entity
Company
Business address
9121 Illinois Road, Suite 51, 46804 Fort Wayne, IN
Phone
877-669-1126
State of incorporation
IN
Fiscal year end
December 31
Signature 13F
MICHELLE ELDRIDGE - SR. COMPLIANCE OFFICER
All SEC filings
View on sec.gov
Vestia Personal Wealth Advisors has filed 6 SEC EDGAR filings since 8/9/2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
N-PX Open Document Open Filing Jul 29, 2025 Jun 30, 2025 028-24284
13F-HR Open Document Open Filing Jul 16, 2025 Jun 30, 2025 028-24284
13F-HR Open Document Open Filing Apr 30, 2025 Mar 31, 2025 028-24284
13F-HR Open Document Open Filing Jan 27, 2025 Dec 31, 2024 028-24284
13F-HR Open Document Open Filing Nov 5, 2024 Sep 30, 2024 028-24284
13F-HR Open Document Open Filing Aug 9, 2024 Jun 30, 2024 028-24284