VESTWELL ADVISORS LLC

CRD 284173 · SEC 801-107981

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360 MADISON AVENUE, 15TH FLOOR, NEW YORK, NY, 10017, United States

Phone

917-979-5358

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.03B

Discretionary AUM

Team

30 total employees; 30 advisory reps

Clients

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-27

Disciplinary history

Services

Portfolio management (individuals)3(38) ERISA INVESTMENT MANAGER

Client types

Type	Clients	AUM
Individuals	81310	$344.3M
Pension/profit sharing plans	2000	$681.8M

States served

VT, AL, AK, AZ, AR, CA, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

https://WWW.FACEBOOK.COM/VESTWELL401K
https://WWW.TWITTER.COM/VESTWELL
https://WWW.LINKEDIN.COM/COMPANY/VESTWELL-ADVISORS
https://WWW.VIMEO.COM/VESTWELL
http://WWW.VESTWELL.COM

Official SEC filing: View on IAPD