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VESTWELL ADVISORS LLC
CRD 284173File 801-107981
APPROVED
Retail clients
Filing as of Jul 15, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.