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 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
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 5
David Sheen
Chief Financial OfficerCRD 5942391
Aaron Schumm
Founder & Chief Exceutive OfficerCRD 6512466
Ryan Anderson
Chief Product OfficerCRD 2715848
Contacts
3 of 12
Russell 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 29Active vs passive
$415M in ETFs
100%
$415M
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% |
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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