|
⚲
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| Vestwell Advisors LLC
✚
|
|
|---|---|
| CRD # | 284173 |
| SEC # | 801-107981 |
| CIK # | |
| AUM | $427.1 M (2025-03-31) |
| Employees | 23 (100% Investors, 0% Brokers) |
| Phone | 917-979-5358 |
| Address | 360 Madison Avenue New York, NY 10017 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,646 | 16.6 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1,300 | 410.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7,946 | 427.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 7,946 | 427.1 |
| Total | 7,946 | 427.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 427.1 | |
| Total | 7,946 | 427.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Benchmark Wealth Management LLC
✚
|
CT | 0.4 |
|
Googins Advisors Inc
✚
|
WI | 0.4 |
|
Investor's Fiduciary Advisor Network LLC
✚
|
0.4 | |
|
First Washington Corporation
✚
|
WA | 0.4 |
|
James T Borello & Co
✚
|
IL | 0.4 |
|
Stark Richard Joseph
✚
|
CO | 0.4 |
|
Selective Wealth Management Inc
✚
|
VA | 0.4 |
|
GGM Financials LLC
✚
|
OH | 0.4 |
|
Brick & Kyle Associates Inc
✚
|
PA | 0.4 |
|
O'Keefe Stevens Advisory Inc
✚
|
0.4 |