VESTWELL ADVISORS LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 284173
- Registered since
- July 15, 2016
- Website
- www.vestwell.com
- Custodians
- BROADRIDGE BUSINESS PROCESS OUTSOURCING, LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans66.45%
- Individuals33.55%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Vestwell Advisors LLC is a limited liability company that registered with the SEC in 2016 and provides portfolio management primarily for individuals, families and small businesses. Its client mix includes both individual & family and institutional relationships. The firm charges a combination of percentage-of-AUM and fixed fees and is described as a non-capital-allocating adviser that does not position itself as an ESG investor. FINTRX flags industry ties to broker-dealers and trust companies, and the adviser is organized under domestic ownership.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
3 of 5DAVID SHEEN
Chief Financial OfficerCRD 5942391
AARON SCHUMM
Founder & Chief Exceutive OfficerCRD 6512466
RYAN ANDERSON
Chief Product OfficerCRD 2715848
Contacts
3 of 11Russell Newton
Regional DirectorCRD 6387410
KIAN RAFIA
Managing DirectorCRD 4475395
Allison Brecher
CCOCRD 6950074
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 33Active vs passive
$367M in ETFs
100%
$367M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $219M | 335,295 | 59.73% |
Location
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 360 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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