PARK AVENUE SECURITIES LLC

CRD 46173File 801-58108

APPROVED

Retail clients

Custody

Disclosure events

Filing as of Jul 1, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$19.58B

Top 10% of cohort (national)

Discretionary AUM

$17.64B

Non-discretionary $1.94B

Clients

82,038

82,118 accounts

Employees

2,073

Top 10% of cohort in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Nov 13, 2000
Principal office: 10 HUDSON YARDS, NEW YORK, NY, 10001
Phone: 1-888-600-4667
Website: http://www.vestwise.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $19.58B
Discretionary AUM: $17.64B
Non-discretionary AUM: $1.94B
Discretionary accounts: 78,667
Non-discretionary accounts: 3,451
Total accounts: 82,118
AUM per client: $239K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	397	$486.4M
Charitable organizations	235	$92.5M
High net worth individuals	17,261	$9.40B
Pension and profit sharing plans	1,139	$344.3M
Individuals (other than high net worth individuals)	63,006	$9.11B

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
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 11

Q11
Q11G
Q11C2
Q11C3
Q11C4
Q11C5
Q11D1
Q11D2
Q11D4
Q11D5
Q11E2
Q11E4

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	82118	82038
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.