St Louis, MO Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Vestia Personal Wealth Advisors
Team
Firm-wide stats for Vestia Personal Wealth Advisors
Clients per advisor
180 Very HighAvg AUM per client
$261,345 Very LowHNW client ratio
78% Very HighAbout
Vestia Personal Wealth Advisors serves individual and high‑net‑worth clients and also provides consulting to retirement plan sponsors. The firm offers comprehensive financial planning, portfolio management across multiple platforms, business consulting, and periodic educational workshops for clients and other attendees.
Its investment approach emphasizes evidence‑based principles (for example, Modern Portfolio Theory and multifactor research) and uses a mix of in‑house discretionary management, third‑party sub‑advisors, and technology‑enabled solutions for different client segments. Vestia also offers access to alternative and private investments through a non‑discretionary Vestia Private Capital platform and uses both institutional platforms and outsourced managers to implement and monitor portfolios.
Compared with many peer teams, Vestia operates a larger, multi‑entity structure that includes an affiliated insurance agency and an affiliated brokerage entity, and some supervised persons are registered representatives of an independent broker‑dealer. The firm is involved in sponsoring or facilitating private funds and special purpose vehicles through affiliated entities (including a private fund adviser), offers regular educational seminars, and manages roughly $1.06 billion for nearly 4,000 clients from multiple offices—resulting in a client‑per‑advisor ratio that is higher than typical for firms in its peer group.
Based on Vestia Personal Wealth Advisors
Expertise
Based on Vestia Personal Wealth Advisors
Occupation focus
Based on Vestia Personal Wealth Advisors
Location
St Louis MO
Advisors at this office
2
Advisors at this office
Joseph M
Series 66
St Louis, MO
Vestia Personal Wealth Advisors
Joseph Metcalf is a financial advisor at Vestia Personal Wealth Advisors in St. Louis, MO, with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Buckingham Asset Management. Outside of advising, he consults on technology and software integration through Integration Strategies Group LLC. Vestia Personal Wealth Advisors serves individual and high-net-worth clients, as well as retirement plan sponsors, offering financial planning, portfolio management, business consulting, and educational workshops. The firm employs an evidence-based investment approach using a combination of in-house management, third-party sub-advisors, and technology-enabled solutions, while also providing access to alternative and private investments.
Jennifer C
ChFC®, Series 63, Series 66
St Louis, MO
Vestia Personal Wealth Advisors
Jennifer Chatfield is a financial advisor with Vestia Personal Wealth Advisors in St. Louis, MO, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 20 years of industry experience, including prior roles at Larson Financial Securities, LLC and Larson Financial Group, LLC. Chatfield is also a registered representative with Ausdal Financial Partners. Vestia Personal Wealth Advisors serves individual and high-net-worth clients, as well as retirement plan sponsors, providing comprehensive financial planning, portfolio management, business consulting, and educational workshops. The firm employs an evidence-based investment approach that incorporates multiple management platforms, alternative investments, and private capital solutions.
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