BQ
Bradlee M. Quick
VESTIA PERSONAL WEALTH ADVISORS
Fort Wayne, IN 46804
Some features on this profile are disabled
CRD#: 7160808
BQ
Professional summary
Bradlee Marvin Quick is a registered financial advisor currently at VESTIA PERSONAL WEALTH ADVISORS located in Fort Wayne, Indiana.
Bradlee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Bradlee has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. VESTIA ADVISORS, LLC (DBAS "VESTIA PERSONAL WEALTH ADVISORS" AND "VESTIA RETIREMENT PLAN CONSULTANTS"); INVESTMENT RELATED; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; SEC REGISTERED INVESTMENT ADVISER; OWNER; 02/2020; 120 HOURS PER MONTH, 100 HOURS PER MONTH DURING TRADING HOURS; EXECUTIVE LEADERSHIP ROLE. 2. VESTIA INSURANCE, LLC (DBAS "VESTIA INSURANCE SERVICES" AND "VESTIA BENEFIT SOLUTIONS"); INVESTMENT RELATED; INSURANCE AGENCY; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; AGENT; 02/2020; 10 HOURS PER MONTH, 10 HOURS PER MONTH DURING TRADING HOURS; EXECUTIVE LEADERSHIP ROLE. 3. VESTIA HOLDINGS, LLC; ADMINISTRATIVE SUPPORT ENTITY; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; MANAGING MEMBER; 02/2020; <1 HOUR PER MONTH, <1 HOUR PER MONTH DURING TRADING HOURS; EXECUTIVE LEADERSHIP ROLE. 4. VESTIA VENTURES LLC; MANAGING MEMBER OF SPVS (MIRUS INVESTMENT, LLC; MIRUS QP AND MIRUS NEW OPPORTUNITY - PRIVATE SPECIAL PURPOSE INVESTMENT VEHICLES FORMED TO INVEST IN DEBT OR EQUITY OF MIRUS, LLC, A MEDICAL DEVICE MANUFACTURER), CONSULTING FIRM, AND ANGEL INVESTOR; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; MANAGING MEMBER; 03/2019; 20 HOURS PER MONTH, 18 HOURS PER MONTH DURING TRADING HOURS; EXECUTIVE LEADERSHIP ROLE. 5. VESTIA BROKERAGE, LLC; CONTRACTUAL RELATIONSHIP REQUIRING ASSIGNMENT OF CERTAIN COMMISSIONS; INVESTMENT RELATED; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; MANAGING MEMBER; 02/2020; <1 HOUR PER MONTH, <1 HOUR PER MONTH DURING TRADING HOURS; EXECUTIVE LEADERSHIP ROLE. 6. VESTIA CONTRACT NEGOTIATION, LLC; CONTRACT NEGOTIATION SERVICES FOR PROFESSIONALS; NON-INVESTMENT RELATED; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; MANAGING MEMBER; 02/2020; <1 HOUR PER MONTH, <1 HOUR PER MONTH DURING TRADING HOURS; EXECUTIVE LEADERSHIP ROLE. 7. HELD-AWAY METHOD, LLC; INVESTMENT RELATED; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; INTELLECTUAL PROPERTY/CONSULTING SERVICE; OWNER; 02/2020; 5-10 HOURS PER MONTH, ALL DURING SECURITIES HOURS; CONSULTING SERVICES THROUGH THE BUSINESS TO OTHER BUSINESSES AND LICENSE TO USE OUR HELD-AWAY METHOD FOR INVESTMENT MANAGEMENT. 8. LOUD CAPITAL, LLC; INVESTMENT RELATED; PRIVATE EQUITY FUND COMPANY THAT PROVIDES GP AND MANAGEMENT SERVICES TO PRIVATE INVESTMENT FUNDS; 550 WEST WASHINGTON BLVD, SUITE 201, CHICAGO, IL, 60661; INVESTOR; 02/2020; 5-10 HOURS PER MONTH, ALL DURING SECURITIES HOURS; VENTURE CAPITAL FIRM PROVIDING CAPITAL, ENTREPRENEURSHIP, AND EDUCATION. 9. KABRANA, LLC; INVESTMENT RELATED; 9121 ILLINOIS RD STE. 51, FORT WAYNE, IN 46804; PROVIDES MANAGEMENT AND CONSULTING SERVICES FOR VESTIA HOLDINGS (NOT UTILIZED FOR ANY CLIENT PURPOSES); MANAGING MEMBER; 02/2020; 1-2 HRS PER MONTH DURING TRADING HRS; DUTIES INCLUDE MANAGEMENT AND CONSULTING. 10. CEPA EXIT PLANNING; INVESTMENT RELATED; ASSISTING CLIENTS WITH EXIT PLANNING; FORT WAYNE, IN; 8/2023; 1-2 HRS PER MONTH DURING TRADING HRS; DUTIES INCLUDE MANAGEMENT AND CONSULTING. 11. BE THE EDGE; NON-INVESTMENT RELATED; FORT WAYNE, IN; CHRISTIAN LEADERSHIP MINISTRY; VOLUNTEER; 10/2023; ZERO DURING BUSINESS HOURS; ADVISORY FOR MINISTRY. 12. THE MOM OF AN ADDICT; NON-INVESTMENT RELATED; FORT WAYNE, IN; SUPPORT GROUP FOR RELATIVES OF ADDICTS; BOARD MEMBER; 12/2024; ZERO DURING BUSINESS HOURS; NON-PROFIT SUPPORT GROUP BOARD MEMBER. 13. INTEN ORTHO DEVCO, LLC; INVESTMENT RELATED; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; ORTHO DEVICES; FOUNDER; 05/2025; 0 HOURS PER MONTH, 0 HOURS PER MONTH DURING TRADING HOURS; ADMINISTRATIVE. 14. NUVESCOR; INVESTMENT RELATED; HUDSONVILLE, MI; M&A FOR MEDTECH COMPANIES; CONSULTANT; 07/2025; HOURS PER MONTH DEPENDENT ON NEED; M&A ADVISOR.
CRS (Client Relationship Summary) - RIA
Click below to view Bradlee Marvin Quick's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 4, 2019 - Present
VESTIA PERSONAL WEALTH ADVISORS
Office #1: 9121 Illinois Road Suite 51, Fort Wayne, IN 46804RIA
CRD#: 290565
Fort Wayne, IN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VP
VESTIA PERSONAL WEALTH ADVISORS
HELD AWAY METHOD, LLC | VESTIA VENTURES, LLC | VESTIA RETIREMENT PLAN CONSULTANTS | VESTIA PERSONAL WEALTH ADVISORS | VESTIA INSURANCE, LLC | VESTIA CONTRACT NEGOTIATION, LLC | VESTIA BROKERAGE, LLC | VESTIA ADVISORS, LLC
CRD#: 290565 / SEC#: 801-112175
RIA
Registered Investment Advisory firm - (12/13/2017 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Indiana(10/4/2019)
Current Firm
VP
VESTIA PERSONAL WEALTH ADVISORS
HELD AWAY METHOD, LLC | VESTIA VENTURES, LLC | VESTIA RETIREMENT PLAN CONSULTANTS | VESTIA PERSONAL WEALTH ADVISORS | VESTIA INSURANCE, LLC | VESTIA CONTRACT NEGOTIATION, LLC | VESTIA BROKERAGE, LLC | VESTIA ADVISORS, LLC
CRD#: 290565 / SEC#: 801-112175
RIA
Registered Investment Advisory firm - (12/13/2017 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
9121 Illinois Road Suite 51, Fort Wayne, IN 46804
Mailing Address
Phone number
(877) 669-1126
Established
Firm type
Fiscal year end
# of Employees
27
SEC notice filing (28 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,829 |
| AUM (Assets Under Management) | $ 827,349,846 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/22/2024 | ||
| 10/30/2024 | ||
| 02/28/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
