Vestia Personal Wealth Advisors Email Formats
Financial Services • 
Aboite, Indiana, United States • 21-50 Employees
Vestia Personal Wealth Advisors Email Formats
Vestia Personal Wealth Advisors uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@vestia.com), used 71.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@vestia.com | 71.9% |
{first name}{last name} | johndoe@vestia.com | 21.9% |
{last name}{last name} | doedoe@vestia.com | 6.2% |
Key Contact at Vestia Personal Wealth Advisors
Lauren Oschman
Co-Founding Partner & Chief Executive Officer
Company overview
| Headquarters | 9121 Illinois Rd., Suite 51, Fort Wayne, IN 46804, US |
| Phone number | +18776691126 |
| Website | |
| NAICS | 52 |
| Keywords | Tax Planning, Employee Benefits, Retirement Planning, Insurance, Contract Negotiation, Personal Wealth Advisors |
| Founded | 2017 |
| Employees | 21-50 |
| Socials |
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.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Vestia Personal Wealth Advisors has 17 employees across 5 departments.
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Number of employees
Funding Data
Vestia Personal Wealth Advisors has never raised funding before.
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