Investment adviser · CRD 284173
VESTWELL ADVISORS LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Jul 15, 2026
- Regulatory AUM
- $1.03B Form ADV · Item 5.F
- Client accounts
- 83,310 Accounts, not individual clients
- Employees
- 30 Reported in this filing
- Advisory professionals
- 30 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 2,000 | $681,792,293 | 66.4% |
| Individuals | 81,310 | $344,300,597 | 33.6% |
| Other investment advisers | Fewer than 5 | Not reported | Not reported |
Filing source
Form ADV 2119580 · Jul 15, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 15, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
360 MADISON AVENUE, 15TH FLOORNEW YORK, NY, 10017, United States
CRD 284173
Filing source
Form ADV 2119580 · Jul 15, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.