Vestia Advisors LLC
Legal Name: VESTIA ADVISORS, LLC
Other Info
Vestia Advisors LLC, a legally recognized Indiana-based Limited Liability Company, supports its diverse clientele of 495 through the aid of its dedicated team of 15 employees, with 9 staff members serving in advisory roles. The firm's SEC status is listed as Approved, and it officially registered with the SEC on December 13, 2017.
Vestia Retirement Plan Advisors - Plan for the Present
Growing your business. Preparing for your own retirement. Managing your company’s retirement plan options. We understand you have a lot to think about every day. Let Vestia’s experienced professionals manage your company’s retirement plan.
Vestia Wealth Advisors
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, starting right now.
Direct Owners
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STACY LEIGH SIZEMORE
CHIEF COMPLIANCE OFFICER owns less than 5%
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THOMAS SCOTT MARTIN
CHIEF EXECUTIVE OFFICER owns less than 5%
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VESTIA HOLDINGS, LLC
HOLDING COMPANY owns 75% or more
Indirect Owners
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ABNORMAL CONSULTING, LLC
MINORITY MEMBER
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ANDREW WILLIAM PARKER
MANAGING MEMBER owns 75% or more
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CAMERON DONALD HEASLEY
MANAGING MEMBER owns 75% or more
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CDH FINANCIAL, LLC
MINORITY MEMBER
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LAUREN LAW OSCHMAN
MANAGING MEMBER owns 75% or more
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MD ADVISORY SERVICES, LLC
MINORITY MEMBER
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MICHAEL WILLIAM TRENT
MANAGING MEMBER owns 75% or more
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PARKER ADVISORY SERVICES, LLC
MINORITY MEMBER
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SAHWA ADVISORY SERVICES, LLC
MINORITY MEMBER
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SANG KILL LEE
MINORITY MEMBER
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THOMAS SCOTT MARTIN
MANAGING MEMBER owns 75% or more
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