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VESTWELL ADVISORS LLC
CRD 284173File 801-107981
APPROVED
Retail clients
Filing as of Jul 15, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.03B
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $1.03B
Clients
83,310
83,310 accounts
Employees
30
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jul 15, 2016
- Principal office
- 360 MADISON AVENUE, 15TH FLOOR, NEW YORK, NY, 10017
- Phone
- 917-979-5358
- Website
- http://WWW.VESTWELL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.03B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $1.03B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 83,310
- Total accounts
- 83,310
- AUM per client
- $12K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | Fewer than 5 | Not reported |
| Pension and profit sharing plans | 2,000 | $681.8M |
| Individuals (other than high net worth individuals) | 81,310 | $344.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2026 | Employees | 23 | 30 | increased by7 |
| Apr 1, 2026 | Clients | 7,946 | 83,310 | increased by75,364 |
| Apr 1, 2026 | AUM | $427,149,041 | $1,026,092,890 | increased by$598,943,849 |
| Apr 1, 2026 | Accounts | 7,946 | 83,310 | increased by75,364 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 243 | 23 | decreased by220 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 306 | 7,946 | increased by7,640 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $179,000,000 | $427,149,041 | increased by$248,149,041 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 6,586 | 7,946 | increased by1,360 |
| Apr 1, 2022 | Employees | 87 | 243 | increased by156 |
| Apr 1, 2022 | Clients | 271 | 306 | increased by35 |
| Apr 1, 2022 | AUM | $142,300,000 | $179,000,000 | increased by$36,700,000 |
| Apr 1, 2022 | Accounts | 5,203 | 6,586 | increased by1,383 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “VESTWELL ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VESTWELL ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.