Vestwell Advisors LLC

RIASEC Registered

Total AUM

$1B

Discretionary

$0

0% of AUM

Avg account

$12.3K

Accounts

83,310

Employees

30

Advisory reps

17

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

FINTRX

Overview

Vestwell Advisors LLC is an SEC-registered institutional RIA formed as an LLC in 2016. Its client base includes individuals, families and institutional accounts; the firm provides portfolio management services for individuals and small businesses and charges a mix of AUM-based and fixed fees. Filings indicate Vestwell is not an active ESG investor and is not designated as a multi-state adviser. The firm lists broker-dealer and trust company relationships among its industry affiliations and is organized under domestic entity/individual ownership. Vestwell is not identified as a capital allocator in the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds100%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 29

Active vs passive

$415M in ETFs

Passive

100%

$415M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES CORE S&P 500 ETF (IVV)	BlackRock	Passive	Large Blend	$251M	334,882	60.41%

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Primary office

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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