Vestia Personal Wealth Advisors

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

1,052

Total plan assets

$283.8M

Filings (rows)

Direct comp

$51K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Orthopaedics Northeast, PC Orthopaedics Northeast, PC Profit Sharing Plan · all filings	FORT WAYNE, IN	Advisor / Consultant	339	$104.1M	$27K	$0
Orthopaedics Northeast, PC Orthopaedics Northeast, PC Profit Sharing Plan · all filings	FORT WAYNE, IN	Advisor / Consultant	343	$97.2M	$10K	$0
Orthopaedics Northeast, PC Orthopaedics Northeast, PC Profit Sharing Plan · all filings	FORT WAYNE, IN	Advisor / Consultant	370	$82.6M	$13K	$0