Emma Yoder Bontrager
Investment adviser representative at Vestia Personal Wealth Advisors
11 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
11 years in the industry.
- Vestia Personal Wealth AdvisorsMay 2026 to now
- Vestis Personal Wealth AdvisorsJun 2025 to now
- Ernst & YoungSep 2023 to Jun 2025
- Crowe LLPJan 2022 to Mar 2022
- Rieth Riley Construction CompanyMay 2021 to Aug 2021
- Crowe LLPJan 2021 to Mar 2021
- Goshen CollegeJan 2020 to Dec 2020
- Goshen CollegeJun 2019 to Aug 2019
- StudentSep 2015 to Jun 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 8260720
- Firm CRD
- 290565