Vestia Personal Wealth Advisors

Vestia Personal Wealth Advisors

Financial Services United States 29 employees
Employees
29
Contacts
1
Emails
1
Phones
1

Vestia Personal Wealth Advisors Overview

Headquarters
United States
Website
vestia.com
Industry
Financial Services
Employees
29
Founded
2017
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Vestia Personal Wealth Advisors

At Vestia, we believe real wealth isn’t shown on a statement. As wealth advisors, we have a lot of important questions. We want to know what makes you smile when you wake up each morning and the memories that make you happy, cry or laugh. Most of all, we want to know what kind of life you want to build for the people who matter most. While some wealth advisors set their sights only on the sunset of your life, Vestia advisors would rather look at the bigger picture. We can help you make decisions and navigate complexities that make your life easier every day. And because everyone’s situation is entirely unique, we build every plan from scratch and provide the services you need. Our approach is focused on one thing: helping you live life to the fullest, no matter how fast your calendar fills up. Because at the end of the day and at the close of every chapter – real wealth is measured in moments.™ - Investment advisory services offered through Vestia Wealth Advisors, LLC, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. - Securities offered through Ausdal Financial Partners, Inc., 5187 Utica Ridge Rd, Davenport, IA. 52807 (563)326‐2064. Member FINRA/SIPC. - Insurance brokerage service offered through Vestia Insurance, LLC (DBA Vestia Insurance Services and Vestia Benefit Solutions). - Contract negotiation services offered through Vestia Contract Negotiation, LLC. - Consulting services offered through Vestia Ventures, LLC. Ausdal Financial Partners, Inc. is independently owned and operated apart from the Vestia entities. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third-party sources and is believed to be reliable.

Vestia Personal Wealth Advisors Contact Details

People in AeroLeads
2
With contact data
1
Email contacts
1
50.0% coverage
Phone contacts
1
50.0% coverage

Vestia Personal Wealth Advisors Org Chart

Sample employees and titles
Name Title Contact
Tommy Martin CEO @ the Tebow Group - Entrepreneur - Investor
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Lauren Oschman, Cfp®, Cdfa® Partner & CEO - Financial Advisor for Women Physicians
Email Phone

Employees by Management Level

Individual contributor 7 profiles
Executive 2 profiles

Department Contact Coverage

Department Contacts Email Phone
General 3 3 0
Sales 1 1 0
Marketing 1 1 0

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