Vestia Personal Wealth Advisors Employee Directory

Financial ServicesIndiana, United States11-50 Employees

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.

Find Vestia Personal Wealth Advisors employees' phone numbers or email addresses

Vestia Personal Wealth Advisors Global Highlights

Location
Employees

North America
39

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  • United States Of America
    39

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Vestia Personal Wealth Advisors's Leadership

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    L. O.
    Co-Founding Partner & Chief Executive Officer
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    M. T. M. C.
    Partner
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  • Stylized image of a person
    A. K. H.
    Lead Advisor
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    J. M.
    Information Technology & Operations Manager
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    D. J.
    Marketing Specialist
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    E. A.
    Client Service Administrator
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  • Stylized image of a person
    J. D.
    Financial Advisor
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    A. L.
    Financial Planning Analyst
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Vestia Personal Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Community & Social Services
  • Entrepreneurship
  • Other
  • Sales

Contact profiles from Vestia Personal Wealth Advisors

Name
Title
Contact Info
Location
Last Update
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    R. T.
    Executive Assistant
    Phone icon
    United StatesNebraska
    Oct 18, 2025
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    C. K.
    Service Advisor
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    United StatesFlorida
    Nov 11, 2025
  • Stylized image of a person
    M. P.
    Client Services Administrator
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    United StatesIowa
    Apr 21, 2026
  • Stylized image of a person
    C. S.
    Financial Advisor
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    United States
    Jan 27, 2026
  • Stylized image of a person
    K. L.
    Executive Personal Assistant
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    United StatesTennessee
    Jun 01, 2025
  • Stylized image of a person
    C. R.
    Financial Advisor
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    UNITED STATES
    Oct 16, 2024
  • Stylized image of a person
    J. L.
    Executive Personal Assistant
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    UNITED STATES
    Jul 07, 2024

Frequently Asked Questions

What is Vestia Personal Wealth Advisors known for?

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Vestia Personal Wealth Advisors was founded in 2017 operates in the Financial Services industry. The company's main headquarters is located in 9121 Illinois Road Suite 51 Fort Wayne, Indiana 46804 United States. Explore Vestia Personal Wealth Advisors's company overview page for more information.

What is Vestia Personal Wealth Advisors's most common email format?

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Vestia Personal Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Vestia Personal Wealth Advisors email formats with LeadIQ.

How many employees does Vestia Personal Wealth Advisors have currently?

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Vestia Personal Wealth Advisors has approximately 33 employees as of April 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Vestia Personal Wealth Advisors's key employees and leadership?

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As of April 2026, Vestia Personal Wealth Advisors's key employees include:

  • Co-Founding Partner & Chief Executive Officer: L. O.
  • Partner: M. T. M. C.
  • Lead Advisor: A. K. H.
  • Information Technology & Operations Manager: J. M.
  • Marketing Specialist: D. J.

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