Forrest Michael Friedow
Investment adviser representative at Vestia Personal Wealth Advisors
12 yearsExperience
1 stateRegistered in
$1.1BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Vestia Personal Wealth AdvisorsSep 2020 to now
- The Securities Group, LLC dba Mammoth ResearchMar 2023 to Jul 2023
- Ausdal Financial Partners Inc.Oct 2020 to Mar 2023
- Larson Financial Group, LLCApr 2011 to Sep 2020
- Larson Financial Securities, LLCApr 2011 to Sep 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (CA).
Vestia Personal Wealth Advisors
Legal name: Vestia Advisors, LLC
$1.1BAssets managed
3,987Clients
22Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4256173
- Firm CRD
- 290565