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

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
ORTHOPAEDICS NORTHEAST, PC ORTHOPAEDICS NORTHEAST, PC PROFIT SHARING PLAN	FORT WAYNE, IN	Advisor / Consultant ADVISOR	339	$104.1M	$27K
ORTHOPAEDICS NORTHEAST, PC ORTHOPAEDICS NORTHEAST, PC PROFIT SHARING PLAN	FORT WAYNE, IN	Advisor / Consultant ADVISOR	343	$97.2M	$10K
ORTHOPAEDICS NORTHEAST, PC