CRD: 290565
Vestia Personal Wealth Advisors
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-13-2017
- Office Locations
- 10
Office Locations
About Vestia Personal Wealth Advisors
Vestia Personal Wealth Advisors provides comprehensive financial planning for busy professionals—often serving physicians, entrepreneurs, and business owners—who want an expert partner for ongoing financial decisions. The team brings 150+ combined years of experience and supports portfolio construction using mutual funds and ETFs alongside fixed income and alternative allocations as appropriate. Custody commonly at Schwab or Fidelity.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Thomas Scott Martin
DIRECTOR, Partner
- CRD
- #4532988
- Ownership
- Less than 5%
LAUREN LAW OSCHMAN
Chief Executive Officer, Partner
- CRD
- #5679713
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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EMMA Yoder BONTRAGER
Support Advisor
- CRD
- #8260720
JENNIFER ANNE CHATFIELD
Financial Advisor
- CRD
- #4908066
Showing 2 of 23 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,061,324,126 | $266,196 |
| Non-Discretionary | $0 | -- |
| Total | $1,061,324,126 | $266,196 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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